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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
601
Red Wave Investments
Pennsylvania
$299K – – –
FFA
602
Fi3 Financial Advisors
Indiana
$297K – – –
WFA
603
WMG Financial Advisors
Tennessee
$294K -$2.94K -60 -1%
UFA
604
US Financial Advisors
Massachusetts
$293K +$24K +488 +9%
SAG
605
SageView Advisory Group
California
$292K -$589 -12 -0.2%
CFA
606
Cahill Financial Advisors
Minnesota
$290K -$57.3K -1,168 -17%
PRP
607
Peak Retirement Planning
Ohio
$287K +$63.2K +1,287 +29%
AIC
608
Archer Investment Corporation
Indiana
$283K -$13K -265 -4%
PWM
609
PBMares Wealth Management
Virginia
$281K +$1.47K +30 +0.5%
BIA
610
Barry Investment Advisors
Massachusetts
$277K -$28.6K -582 -9%
CIAS
611
Capital Investment Advisory Services
North Carolina
$276K +$36.3K +739 +15%
FAI
612
Fiduciary Advisors Inc
Missouri
$276K – – –
PWA
613
Physician Wealth Advisors
Utah
$276K +$196 +4 +0.1%
BBNA
614
Bremer Bank National Association
Minnesota
$274K – – –
AWM
615
Accurate Wealth Management
Florida
$273K +$270K +5,508 New
PI
616
PFG Investments
New York
$273K -$9.08K -185 -3%
WDG
617
Wealth Dimensions Group
Ohio
$266K – – –
FA
618
Freestate Advisors
Kansas
$265K -$10K -204 -4%
AWM
619
Angeles Wealth Management
California
$263K -$33.7K -687 -12%
VCP
620
Verus Capital Partners
Arizona
$263K +$259K +5,277 New
IWM
621
Integris Wealth Management
California
$262K – – –
TCM
622
Towneley Capital Management
California
$261K -$20.1K -410 -7%
CFP
623
Cascade Financial Partners
California
$260K – – –
MPW
624
MGO Private Wealth
California
$260K -$192K -3,912 -43%
BAM
625
Belpointe Asset Management
Nevada
$260K +$255K +5,204 New
23 24
25
26 27