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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
626
Elser Financial Planning
Indiana
$226K – – –
KFP
627
KMG Fiduciary Partners
Ohio
$224K – – –
KWM
628
Kingsview Wealth Management
Oregon
$222K +$17.7K +363 +9%
IA
629
IFG Advisory
Georgia
$221K +$223K +4,557 New
PAM
630
Palisade Asset Management
Minnesota
$219K – – –
RCM
631
Radnor Capital Management
Pennsylvania
$218K -$220K -4,500 -50%
PRP
632
Peak Retirement Planning
Ohio
$216K +$218K +4,471 New
SIA
633
Soltis Investment Advisors
Utah
$215K -$4.25K -87 -2%
SRWM
634
Shira Ridge Wealth Management
California
$215K -$907K -18,557 -81%
CCA
635
Cypress Capital Advisors
Tennessee
$215K +$217K +4,434 New
SFG
636
Sunburst Financial Group
Alabama
$214K +$49 +1 +0%
JPLA
637
Joseph P. Lucia & Associates
New York
$213K -$489 -10 -0.2%
LSA
638
Lion Street Advisors
Texas
$212K – – –
LWM
639
Level Wealth Management
North Carolina
$211K +$213K +4,360 New
MFG
640
Merit Financial Group
Georgia
$210K +$212K +4,337 New
GTAM
641
Global Trust Asset Management
Florida
$209K – – –
CA
642
Clearstead Advisors
Ohio
$208K – – –
ES
643
ETF Store
Kansas
$206K – – –
GBFP
644
Golden Bell Financial Planning
Georgia
$206K +$207K +4,244 New
VWA
645
VERITY Wealth Advisors
United States
$205K – – –
WHCI
646
W.H. Cornerstone Investments
Massachusetts
$205K +$3.52K +72 +2%
WKWM
647
Walter & Keenan Wealth Management
Indiana
$205K – – –
HNB
648
Hilltop National Bank
Wyoming
$205K +$26.5K +543 +15%
RFP
649
Roth Financial Partners
Texas
$204K -$14.4K -295 -7%
KFGK
650
Keystone Financial Group (Kentucky)
Kentucky
$202K – – –
24 25
26
27 28