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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SkyOak Wealth
Michigan
$592K – – –
KA
627
Kovack Advisors
Florida
$582K +$223K +4,431 +61%
HFA
628
Hershey Financial Advisers
Pennsylvania
$579K -$200K -3,979 -26%
HI
629
Hyundai Investments
South Korea
$579K +$352K +6,997 +155%
MG
630
Marex Group
$573K +$168K +3,333 +41%
NG
631
Northstar Group
New York
$556K +$50 +1 +0%
SJL
632
Shayne & Jacobs LLC
Tennessee
$550K – – –
ECA
633
Elevate Capital Advisors
Colorado
$549K +$550K +10,939 New
PL
634
Plancorp LLC
Missouri
$549K +$557K +11,074 New
MA
635
MONECO Advisors
Connecticut
$546K +$71.9K +1,430 +15%
PFA
636
Pillar Financial Advisors
Kentucky
$546K – – –
SAM
637
Seelaus Asset Management
New Jersey
$539K -$74.6K -1,485 -12%
AGA
638
Arkos Global Advisors
Texas
$537K -$20.6K -409 -4%
CISOA
639
Capital Investment Services of America
Wisconsin
$536K – – –
FFA
640
Founders Financial Alliance
North Carolina
$535K +$535K +10,642 New
BDF
641
Black Diamond Financial
Maryland
$534K -$51.2K -1,018 -9%
TFM
642
Trademark Financial Management
Minnesota
$529K -$16K -319 -3%
SVWG
643
Shared Vision Wealth Group
United States
$524K +$77.5K +1,541 +17%
TP
644
Thayer Partners
Pennsylvania
$522K +$24.6K +489 +5%
MFIM
645
Mesirow Financial Investment Management
Illinois
$517K +$9.85K +196 +2%
PWW
646
Pettyjohn Wood & White
Virginia
$512K +$50 +1 +0%
SCA
647
Snowden Capital Advisors
New York
$511K – – –
FCM
648
Firestone Capital Management
Florida
$509K +$99.6K +1,982 +24%
SPWM
649
Smith Partners Wealth Management
North Carolina
$505K -$87.8K -1,746 -15%
PWA
650
Principia Wealth Advisory
Texas
$504K +$21.3K +424 +4%
24 25
26
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