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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
676
UMB Bank
Missouri
$426K -$22.6K -450 -5%
CIAS
677
Capital Investment Advisory Services
North Carolina
$426K -$5.03K -100 -1%
AWM
678
Angeles Wealth Management
California
$422K +$76.5K +1,522 +22%
BFA
679
Bragg Financial Advisors
North Carolina
$420K +$94.3K +1,876 +29%
TC
680
Trilogy Capital
California
$417K +$5.98K +119 +1%
CMA
681
Cedar Mountain Advisors
Oregon
$416K – – –
LIA
682
Lynx Investment Advisory
District of Columbia
$411K +$180K +3,572 +77%
CP
683
Creekside Partners
California
$409K – – –
HWMO
684
Heritage Wealth Management (Ohio)
Ohio
$400K +$400K +7,967 New
TDB
685
Thompson David Blair
$399K – – –
TFA
686
TrustWell Financial Advisors
Florida
$399K +$101 +2 +0%
SEP
687
Southland Equity Partners
Missouri
$396K -$3.22K -64 -0.8%
KWM
688
Kingsview Wealth Management
Oregon
$396K -$97.3K -1,936 -20%
DA
689
Denali Advisors
California
$396K -$4.47K -89 -1%
PLFS
690
Provident Living Financial Services
Utah
$388K -$8.6K -171 -2%
PWA
691
Physician Wealth Advisors
Utah
$383K +$75K +1,492 +24%
SL
692
Systelligence LLC
Minnesota
$378K -$1.5M -29,844 -80%
SGFG
693
Silver Grove Financial Group
New York
$373K -$3.17K -63 -0.8%
FPW
694
Flywheel Private Wealth
California
$369K -$50 -1 -0%
NG
695
Norden Group
Utah
$368K +$368K +7,321 New
CAG
696
Csenge Advisory Group
Florida
$368K +$74.5K +1,483 +25%
WCM
697
WealthTrak Capital Management
Virginia
$365K +$2.77K +55 +0.8%
CCM
698
Coldstream Capital Management
Washington
$365K +$365K +7,269 New
UFA
699
Unify Financial Advisors
Florida
$365K +$365K +7,259 New
PIA
700
Perennial Investment Advisors
California
$363K +$22.4K +445 +7%
26 27
28
29 30