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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
676
Stone Summit Wealth
Florida
$256K -$870K -17,284 -77%
PHWM
677
Pine Harbor Wealth Management
Maryland
$256K -$103K -2,048 -29%
TAFW
678
Tred Avon Family Wealth
Maryland
$253K +$252K +5,003 New
PFA
679
Petra Financial Advisors
Colorado
$251K -$15.7K -312 -6%
BOJHT
680
Bank of Jackson Hole Trust
Wyoming
$250K -$4.03K -80 -2%
WIP
681
WealthCare Investment Partners
Rhode Island
$250K – – –
EI
682
eCIO Inc
Wisconsin
$248K +$23.3K +462 +10%
JBA
683
Johnson Bixby & Associates
Washington
$248K +$201 +4 +0.1%
SWGC
684
Summit Wealth Group (Colorado)
Colorado
$247K +$269K +5,336 New
EWM
685
Evercore Wealth Management
New York
$245K – – –
AWA
686
Archvest Wealth Advisors
California
$245K +$243K +4,830 New
WFA
687
WMG Financial Advisors
Tennessee
$244K -$41.8K -830 -15%
LFP
688
Lakeshore Financial Planning
Michigan
$243K +$1.21K +24 +0.5%
CIAS
689
CFS Investment Advisory Services
New Jersey
$241K +$242K +4,802 New
GS
690
GWN Securities
Florida
$240K -$189K -3,749 -44%
TCM
691
TruNorth Capital Management
Michigan
$238K – – –
FCA
692
Fortis Capital Advisors
Kansas
$238K -$52.1K -1,035 -18%
KFI
693
Key Financial Inc
Pennsylvania
$237K +$1.86K +37 +0.8%
SP
694
Sequent Planning
Nebraska
$236K -$8.4K -167 -3%
KFP
695
KMG Fiduciary Partners
Ohio
$234K – – –
EFP
696
Elser Financial Planning
Indiana
$233K – – –
PB
697
Pinnacle Bancorp
Nebraska
$231K +$9.06K +180 +4%
MPW
698
MGO Private Wealth
California
$229K – – –
PAM
699
Palisade Asset Management
Minnesota
$228K – – –
CIM
700
Cambria Investment Management
California
$228K -$554 -11 -0.2%
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