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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
676
Brewster Financial Planning
New York
$432K +$25.9K +515 +6%
JFGLC
677
Johnson Financial Group LLC (Colorado)
Colorado
$429K – – –
UB
678
UMB Bank
Missouri
$426K -$22.6K -450 -5%
CIAS
679
Capital Investment Advisory Services
North Carolina
$426K -$5.03K -100 -1%
AWM
680
Angeles Wealth Management
California
$422K +$76.5K +1,522 +22%
BFA
681
Bragg Financial Advisors
North Carolina
$420K +$94.3K +1,876 +29%
TC
682
Trilogy Capital
California
$417K +$5.98K +119 +1%
CMA
683
Cedar Mountain Advisors
Oregon
$416K – – –
LIA
684
Lynx Investment Advisory
District of Columbia
$411K +$180K +3,572 +77%
CP
685
Creekside Partners
California
$409K – – –
HWMO
686
Heritage Wealth Management (Ohio)
Ohio
$400K +$400K +7,967 New
TDB
687
Thompson David Blair
$399K – – –
TFA
688
TrustWell Financial Advisors
Florida
$399K +$101 +2 +0%
SEP
689
Southland Equity Partners
Missouri
$396K -$3.22K -64 -0.8%
KWM
690
Kingsview Wealth Management
Oregon
$396K -$97.3K -1,936 -20%
DA
691
Denali Advisors
California
$396K -$4.47K -89 -1%
PLFS
692
Provident Living Financial Services
Utah
$388K -$8.6K -171 -2%
PWA
693
Physician Wealth Advisors
Utah
$383K +$75K +1,492 +24%
SL
694
Systelligence LLC
Minnesota
$378K -$1.5M -29,844 -80%
SGFG
695
Silver Grove Financial Group
New York
$373K -$3.17K -63 -0.8%
FPW
696
Flywheel Private Wealth
California
$369K -$50 -1 -0%
NG
697
Norden Group
Utah
$368K +$368K +7,321 New
CAG
698
Csenge Advisory Group
Florida
$368K +$74.5K +1,483 +25%
WCM
699
WealthTrak Capital Management
Virginia
$365K +$2.77K +55 +0.8%
CCM
700
Coldstream Capital Management
Washington
$365K +$365K +7,269 New
26 27
28
29 30