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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Congress Wealth Management
Massachusetts
$288K -$3.82M -77,088 -93%
MIH
627
Meitav Investment House
Israel
$287K +$492K +9,940 New
CAM
628
Covenant Asset Management
New Jersey
$276K -$59K -1,191 -17%
PP
629
Patron Partners
Texas
$275K +$33.7K +680 +13%
CA
630
Calton & Associates
Florida
$274K -$396 -8 -0.1%
SIG
631
Sargent Investment Group
Maryland
$274K – – –
HI
632
Hendershot Investments
Virginia
$273K +$281K +5,667 New
GTAM
633
Global Trust Asset Management
Florida
$271K -$19.8K -400 -7%
PW
634
Peninsula Wealth
California
$270K – – –
FFS
635
Founders Financial Securities
Maryland
$270K +$44.9K +907 +19%
SFA
636
Sequoia Financial Advisors
Ohio
$268K -$252K -5,086 -48%
BSB
637
Bangor Savings Bank
Maine
$266K – – –
SCA
638
Sage Capital Advisors
South Dakota
$266K +$50.3K +1,015 +22%
EPA
639
Element Pointe Advisors
Florida
$266K +$273K +5,520 New
BBNA
640
Bremer Bank National Association
Minnesota
$265K – – –
RCM
641
RB Capital Management
Nevada
$265K – – –
XF
642
XML Financial
Maryland
$265K +$31.3K +631 +13%
TCM
643
Triumph Capital Management
Colorado
$262K -$10.5K -212 -4%
BFP
644
Brewster Financial Planning
New York
$260K – – –
EAMA
645
EFG Asset Management (Americas)
Florida
$259K – – –
MG
646
Mather Group
Illinois
$259K +$267K +5,393 New
WDG
647
Wealth Dimensions Group
Ohio
$257K – – –
CRWM
648
Castle Rock Wealth Management
California
$257K +$5.99K +121 +2%
RA
649
RFG Advisory
Alabama
$256K +$266K +5,371 New
1WA
650
180 Wealth Advisors
Washington
$255K -$7.93K -160 -3%
24 25
26
27 28