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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
676
Pine Harbor Wealth Management
Maryland
$256K -$103K -2,048 -29%
TAFW
677
Tred Avon Family Wealth
Maryland
$253K +$252K +5,003 New
PFA
678
Petra Financial Advisors
Colorado
$251K -$15.7K -312 -6%
BOJHT
679
Bank of Jackson Hole Trust
Wyoming
$250K -$4.03K -80 -2%
WIP
680
WealthCare Investment Partners
Rhode Island
$250K – – –
EI
681
eCIO Inc
Wisconsin
$248K +$23.3K +462 +10%
JBA
682
Johnson Bixby & Associates
Washington
$248K +$201 +4 +0.1%
SWGC
683
Summit Wealth Group (Colorado)
Colorado
$247K +$269K +5,336 New
EWM
684
Evercore Wealth Management
New York
$245K – – –
AWA
685
Archvest Wealth Advisors
California
$245K +$243K +4,830 New
WFA
686
WMG Financial Advisors
Tennessee
$244K -$41.8K -830 -15%
LFP
687
Lakeshore Financial Planning
Michigan
$243K +$1.21K +24 +0.5%
CIAS
688
CFS Investment Advisory Services
New Jersey
$241K +$242K +4,802 New
GS
689
GWN Securities
Florida
$240K -$189K -3,749 -44%
TCM
690
TruNorth Capital Management
Michigan
$238K – – –
FCA
691
Fortis Capital Advisors
Kansas
$238K -$52.1K -1,035 -18%
KFI
692
Key Financial Inc
Pennsylvania
$237K +$1.86K +37 +0.8%
SP
693
Sequent Planning
Nebraska
$236K -$8.4K -167 -3%
KFP
694
KMG Fiduciary Partners
Ohio
$234K – – –
EFP
695
Elser Financial Planning
Indiana
$233K – – –
PB
696
Pinnacle Bancorp
Nebraska
$231K +$9.06K +180 +4%
MPW
697
MGO Private Wealth
California
$229K – – –
PAM
698
Palisade Asset Management
Minnesota
$228K – – –
CIM
699
Cambria Investment Management
California
$228K -$554 -11 -0.2%
JCM
700
Jacobi Capital Management
Pennsylvania
$227K +$226K +4,490 New
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