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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RSVP
626
Ramsay Stattman Vela & Price
Colorado
$258K +$50.3K +1,025 +25%
PIA
627
Perennial Investment Advisors
California
$255K +$251K +5,111 New
PWA
628
Principia Wealth Advisory
Texas
$255K -$11.8K -240 -4%
RT
629
Rockland Trust
Massachusetts
$254K -$54.3K -1,106 -18%
BTI
630
Blue Trust Inc
Georgia
$254K +$250K +5,100 New
KBFS
631
Kohmann Bosshard Financial Services
Ohio
$253K -$31K -632 -11%
TF
632
Tenon Financial
New Jersey
$252K – – –
WPC
633
Wedmont Private Capital
Pennsylvania
$251K +$248K +5,057 New
DWM
634
Dogwood Wealth Management
Kansas
$251K – – –
BFA
635
Bragg Financial Advisors
North Carolina
$250K +$11.9K +242 +5%
PFA
636
Petra Financial Advisors
Colorado
$250K -$2.8K -57 -1%
CPCM
637
Cardinal Point Capital Management
Ontario, Canada
$250K +$246K +5,011 New
WIP
638
WealthCare Investment Partners
Rhode Island
$249K -$5.94K -121 -2%
BOJHT
639
Bank of Jackson Hole Trust
Wyoming
$248K – – –
CIM
640
Cambria Investment Management
California
$248K – – –
FIM
641
Freedom Investment Management
Connecticut
$243K -$20.5K -417 -8%
EWM
642
Evercore Wealth Management
New York
$241K – – –
MW
643
Maia Wealth
Colorado
$241K -$40K -814 -14%
LFP
644
Lakeshore Financial Planning
Michigan
$238K – – –
TCM
645
TruNorth Capital Management
Michigan
$235K – – –
KFI
646
Key Financial Inc
Pennsylvania
$234K -$24.1K -492 -9%
WA
647
WPG Advisers
Maryland
$234K -$32.3K -659 -12%
EFP
648
Elser Financial Planning
Indiana
$233K – – –
LG
649
LAM Group
Oregon
$231K -$43.9K -895 -16%
KFP
650
KMG Fiduciary Partners
Ohio
$230K – – –
24 25
26
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