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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
601
Oath Planning
Oklahoma
$476K +$482K +9,632 New
UB
602
UMB Bank
Missouri
$476K +$70.4K +1,407 +17%
FWI
603
Facet Wealth Inc
Maryland
$476K +$480K +9,598 New
PWAC
604
Private Wealth Advisors (California)
California
$472K +$477K +9,549 New
CFS
605
Coordinated Financial Services
Colorado
$470K +$3.35K +67 +0.7%
ECA
606
Elevated Capital Advisors
Utah
$468K -$7.1K -142 -1%
VT
607
Vise Technologies
New York
$465K +$470K +9,406 New
MG
608
Mather Group
Illinois
$461K -$117K -2,332 -20%
RFP
609
Root Financial Partners
California
$460K -$3.7K -74 -0.8%
WPW
610
Waldron Private Wealth
Pennsylvania
$456K – – –
AG
611
Ascent Group
Virginia
$452K -$5.42M -108,347 -92%
FAI
612
Fiduciary Advisors Inc
Missouri
$449K +$171K +3,420 +60%
BWM
613
Birchcreek Wealth Management
Ohio
$449K +$453K +9,069 New
BF
614
BOK Financial
Oklahoma
$445K -$40K -800 -8%
SVWG
615
Shared Vision Wealth Group
United States
$440K – – –
ONST
616
Old North State Trust
North Carolina
$432K +$72.8K +1,455 +20%
KA
617
Kovack Advisors
Florida
$429K +$21.8K +436 +5%
PRP
618
Peak Retirement Planning
Ohio
$424K +$26K +520 +6%
LIA
619
Lynx Investment Advisory
District of Columbia
$422K +$88.6K +1,771 +26%
JFGLC
620
Johnson Financial Group LLC (Colorado)
Colorado
$422K – – –
HFA
621
Hershey Financial Advisers
Pennsylvania
$418K -$122K -2,434 -22%
CIAS
622
CFS Investment Advisory Services
New Jersey
$417K +$181K +3,628 +76%
BRWA
623
B. Riley Wealth Advisors
Florida
$417K +$72.7K +1,454 +21%
MA
624
MCF Advisors
Kentucky
$416K +$420K +8,408 New
CMA
625
Cedar Mountain Advisors
Oregon
$410K -$650 -13 -0.2%
23 24
25
26 27