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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
651
Oppenheimer & Co
New York
$257K +$255K +5,115 New
BFA
652
Bragg Financial Advisors
North Carolina
$257K +$4.84K +97 +2%
TFM
653
Trademark Financial Management
Minnesota
$257K +$255K +5,111 New
BTI
654
Blue Trust Inc
Georgia
$256K – – –
RT
655
Rockland Trust
Massachusetts
$256K – – –
USCWA
656
U.S. Capital Wealth Advisors
Texas
$256K +$254K +5,092 New
FAI
657
Fiduciary Advisors Inc
Missouri
$256K -$22.5K -451 -8%
RIS
658
Richmond Investment Services
Wisconsin
$255K +$253K +5,068 New
TF
659
Tenon Financial
New Jersey
$255K +$449 +9 +0.2%
WPC
660
Wedmont Private Capital
Pennsylvania
$254K +$1.85K +37 +0.7%
GVAG
661
Great Valley Advisor Group
Delaware
$254K -$95.7K -1,916 -27%
SHJ
662
Sharkey, Howes & Javer
Colorado
$254K +$252K +5,047 New
BOJHT
663
Bank of Jackson Hole Trust
Wyoming
$253K – – –
DWM
664
Dogwood Wealth Management
Kansas
$252K +$1.6K +32 +0.6%
LWA
665
LifeGoal Wealth Advisors
New York
$250K +$248K +4,976 New
WIP
666
WealthCare Investment Partners
Rhode Island
$248K -$399 -8 -0.2%
PI
667
PFG Investments
New York
$247K -$27.7K -554 -10%
JBA
668
Johnson Bixby & Associates
Washington
$246K +$244K +4,891 New
EWM
669
Evercore Wealth Management
New York
$243K – – –
SWM
670
Schwallier Wealth Management
Michigan
$243K -$274K -5,490 -53%
SP
671
Sequent Planning
Nebraska
$242K +$241K +4,823 New
LIA
672
LifePlan Investment Advisors
North Carolina
$242K +$240K +4,809 New
WHCI
673
W.H. Cornerstone Investments
Massachusetts
$241K +$28.2K +565 +13%
LFP
674
Lakeshore Financial Planning
Michigan
$240K +$399 +8 +0.2%
TCM
675
TruNorth Capital Management
Michigan
$237K – – –
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