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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
601
Roth Financial Partners
Texas
$219K +$217K +4,505 New
DAS
602
Diversify Advisory Services
Utah
$218K -$18.8K -391 -8%
NS
603
NBC Securities
Alabama
$217K -$19.6K -408 -8%
BMCM
604
Burns Matteson Capital Management
New York
$216K -$40.8K -848 -16%
SIA
605
Soltis Investment Advisors
Utah
$216K – – –
SFG
606
Sunburst Financial Group
Alabama
$216K -$10.1K -209 -4%
SG
607
Somerset Group
Minnesota
$213K -$673K -13,992 -76%
OPPS
608
Obsidian Personal Planning Solutions
Maryland
$212K -$23.6K -490 -10%
WPW
609
Waldron Private Wealth
Pennsylvania
$212K – – –
PI
610
PFG Investments
New York
$212K -$5K -104 -2%
GTAM
611
Global Trust Asset Management
Florida
$210K -$15K -311 -7%
CWM
612
Congress Wealth Management
Massachusetts
$209K +$207K +4,312 New
CA
613
Clearstead Advisors
Ohio
$209K – – –
CIAS
614
Capital Investment Advisory Services
North Carolina
$208K -$405K -8,419 -66%
EAM
615
Empirical Asset Management
Massachusetts
$207K +$445K +9,262 New
CT
616
Colonial Trust
South Carolina
$206K -$96 -2 -0%
VWA
617
VERITY Wealth Advisors
United States
$206K – – –
DWS
618
Discipline Wealth Solutions
South Carolina
$204K -$3.99K -83 -2%
PA
619
Parallel Advisors
California
$203K -$37.1K -771 -16%
TSS
620
Two Sigma Securities
New York
$203K -$74.4K -1,547 -27%
AWM
621
Accurate Wealth Management
Florida
$203K -$233K -4,843 -54%
BFIM
622
Beese Fulmer Investment Management
Ohio
$202K +$200K +4,165 New
JFA
623
JNBA Financial Advisors
Minnesota
$202K -$31.2K -649 -14%
PIFP
624
Partners in Financial Planning
Virginia
$201K +$199K +4,148 New
NCM
625
Northwest Capital Management
Oregon
$197K -$98.6K -2,050 -34%
23 24
25
26 27