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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
601
Proffitt & Goodson
Tennessee
$357K – – –
PHWM
602
Pine Harbor Wealth Management
Maryland
$357K -$24.1K -483 -6%
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$355K +$353K +7,063 New
LIA
604
Lynx Investment Advisory
District of Columbia
$354K +$6.99K +140 +2%
WIA
605
World Investment Advisors
California
$353K +$29.2K +585 +9%
PWM
606
Prosperity Wealth Management
California
$353K +$350K +7,018 New
ACA
607
Aptus Capital Advisors
Alabama
$352K +$18.7K +375 +6%
CFA
608
Cahill Financial Advisors
Minnesota
$338K +$44.9K +899 +15%
SFS
609
Summit Financial Strategies
Ohio
$332K -$11.8K -236 -3%
FOA
610
Five Oceans Advisors
California
$330K -$10.5K -211 -3%
CC
611
Chicago Capital
Illinois
$329K – – –
AFS
612
Access Financial Services
Minnesota
$328K +$325K +6,515 New
TDWM
613
Topel & Distasi Wealth Management
California
$324K -$3.2K -64 -1%
CPRC
614
Consolidated Portfolio Review Corp
New York
$323K +$321K +6,431 New
BPA
615
Beacon Pointe Advisors
California
$323K +$3.15K +63 +1%
HI
616
Harbour Investments
Wisconsin
$320K -$209K -4,193 -40%
SFS
617
Sowell Financial Services
Arkansas
$317K -$9.29K -186 -3%
CMA
618
Cedar Mountain Advisors
Oregon
$314K -$101K -2,032 -25%
PCIA
619
Prime Capital Investment Advisors
Kansas
$311K -$224K -4,494 -42%
FWM
620
FMB Wealth Management
California
$311K – – –
CWMGO
621
Capstone Wealth Management Group (Oregon)
Oregon
$306K – – –
AT
622
American Trust
Kentucky
$305K +$303K +6,060 New
PIA
623
Perennial Investment Advisors
California
$304K +$46.7K +936 +18%
RWI
624
Red Wave Investments
Pennsylvania
$301K – – –
CIAS
625
Capital Investment Advisory Services
North Carolina
$296K +$17.8K +357 +6%
23 24
25
26 27