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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
626
Peak Retirement Planning
Ohio
$292K +$2.5K +50 +0.9%
DWS
627
Discipline Wealth Solutions
South Carolina
$291K +$289K +5,789 New
BAM
628
Belpointe Asset Management
Nevada
$288K +$26.1K +523 +10%
FCA
629
Fortis Capital Advisors
Kansas
$288K +$26.1K +523 +10%
EWA
630
EP Wealth Advisors
California
$287K -$35.9K -718 -11%
SAG
631
SageView Advisory Group
California
$286K -$7.04K -141 -2%
AIC
632
Archer Investment Corporation
Indiana
$285K – – –
WDG
633
Wealth Dimensions Group
Ohio
$285K +$17.1K +342 +6%
WFA
634
WMG Financial Advisors
Tennessee
$284K -$12.4K -249 -4%
GM
635
GeoWealth Management
Illinois
$281K -$1.45M -29,105 -84%
CFG
636
Citizens Financial Group
Rhode Island
$281K +$279K +5,584 New
PWA
637
Physician Wealth Advisors
Utah
$278K – – –
AWM
638
Accurate Wealth Management
Florida
$277K +$2.35K +47 +0.9%
ONB
639
Old National Bancorp
Indiana
$276K +$275K +5,500 New
GWM
640
Grand Wealth Management
Michigan
$274K -$51.9K -1,039 -16%
PWA
641
Principia Wealth Advisory
Texas
$273K +$15K +300 +6%
MW
642
Maia Wealth
Colorado
$271K +$26.7K +535 +11%
FA
643
Freestate Advisors
Kansas
$267K +$250 +5 +0.1%
VCP
644
Verus Capital Partners
Arizona
$265K -$200 -4 -0.1%
PFA
645
Petra Financial Advisors
Colorado
$265K +$12.7K +254 +5%
IWM
646
Integris Wealth Management
California
$264K – – –
CFP
647
Cascade Financial Partners
California
$262K – – –
SWA
648
Sax Wealth Advisors
New Jersey
$260K +$258K +5,170 New
RSVP
649
Ramsay Stattman Vela & Price
Colorado
$260K – – –
TCM
650
Towneley Capital Management
California
$257K -$5.99K -120 -2%
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26
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