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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
601
Northstar Group
New York
$553K – – –
CFG
602
Citizens Financial Group
Rhode Island
$550K -$54.3K -1,091 -9%
SPW
603
Surience Private Wealth
Washington
$548K +$546K +10,974 New
SJL
604
Shayne & Jacobs LLC
Tennessee
$547K – – –
AAM
605
Advisors Asset Management
Colorado
$545K +$225K +4,515 +71%
RIS
606
Richmond Investment Services
Wisconsin
$544K +$6.32K +127 +1%
PFA
607
Pillar Financial Advisors
Kentucky
$543K – – –
TFM
608
Trademark Financial Management
Minnesota
$542K +$195K +3,920 +56%
IJWM
609
Inman Jager Wealth Management
Mississippi
$540K +$4.38K +88 +0.8%
OWA
610
OakTrust Wealth Advisors
Connecticut
$539K -$50 -1 -0%
CISOA
611
Capital Investment Services of America
Wisconsin
$533K – – –
CT
612
Caldwell Trust
Florida
$530K -$24.9K -500 -4%
TB
613
Terril Brothers
Missouri
$528K +$526K +10,575 New
CFS
614
Coordinated Financial Services
Colorado
$525K +$50.7K +1,019 +11%
HI
615
Harbour Investments
Wisconsin
$520K +$292K +5,864 +129%
PWW
616
Pettyjohn Wood & White
Virginia
$509K – – –
SCA
617
Snowden Capital Advisors
New York
$508K -$3.33K -67 -0.7%
MFIM
618
Mesirow Financial Investment Management
Illinois
$505K +$18.4K +371 +4%
GAM
619
GEM Asset Management
Michigan
$501K +$498K +10,022 New
AFO
620
Allie Family Office
Florida
$500K +$498K +10,016 New
ACA
621
AllStreet Capital Advisors
California
$497K +$293K +5,890 +145%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$496K -$2.24M -45,039 -82%
TP
623
Thayer Partners
Pennsylvania
$494K -$30.9K -621 -6%
KWM
624
Kingsview Wealth Management
Oregon
$490K +$488K +9,816 New
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$489K +$487K +9,790 New
23 24
25
26 27