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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
626
Fortis Capital Advisors
Kansas
$260K +$255K +5,204 New
RSVP
627
Ramsay Stattman Vela & Price
Colorado
$258K +$50.3K +1,025 +25%
PIA
628
Perennial Investment Advisors
California
$255K +$251K +5,111 New
PWA
629
Principia Wealth Advisory
Texas
$255K -$11.8K -240 -4%
RT
630
Rockland Trust
Massachusetts
$254K -$54.3K -1,106 -18%
BTI
631
Blue Trust Inc
Georgia
$254K +$250K +5,100 New
KBFS
632
Kohmann Bosshard Financial Services
Ohio
$253K -$31K -632 -11%
TF
633
Tenon Financial
New Jersey
$252K – – –
WPC
634
Wedmont Private Capital
Pennsylvania
$251K +$248K +5,057 New
DWM
635
Dogwood Wealth Management
Kansas
$251K – – –
BFA
636
Bragg Financial Advisors
North Carolina
$250K +$11.9K +242 +5%
PFA
637
Petra Financial Advisors
Colorado
$250K -$2.8K -57 -1%
CPCM
638
Cardinal Point Capital Management
Ontario, Canada
$250K +$246K +5,011 New
WIP
639
WealthCare Investment Partners
Rhode Island
$249K -$5.94K -121 -2%
BOJHT
640
Bank of Jackson Hole Trust
Wyoming
$248K – – –
CIM
641
Cambria Investment Management
California
$248K – – –
FIM
642
Freedom Investment Management
Connecticut
$243K -$20.5K -417 -8%
EWM
643
Evercore Wealth Management
New York
$241K – – –
MW
644
Maia Wealth
Colorado
$241K -$40K -814 -14%
LFP
645
Lakeshore Financial Planning
Michigan
$238K – – –
TCM
646
TruNorth Capital Management
Michigan
$235K – – –
KFI
647
Key Financial Inc
Pennsylvania
$234K -$24.1K -492 -9%
WA
648
WPG Advisers
Maryland
$234K -$32.3K -659 -12%
EFP
649
Elser Financial Planning
Indiana
$233K – – –
LG
650
LAM Group
Oregon
$231K -$43.9K -895 -16%
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