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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Angeles Wealth Management
California
$343K -$45.8K -921 -12%
CFG
677
Chapman Financial Group
Hawaii
$341K -$49.7K -1,000 -13%
PIA
678
Perennial Investment Advisors
California
$339K +$22.5K +453 +7%
DWM
679
Dakota Wealth Management
Florida
$337K -$4.63K -93 -1%
RWM
680
Riverbend Wealth Management
South Carolina
$337K +$28.7K +577 +9%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$336K +$334K +6,726 New
IWN
682
Independent Wealth Network
Iowa
$333K -$628K -12,630 -65%
IA
683
Inspire Advisors
Idaho
$332K +$331K +6,653 New
TDWM
684
Topel & Distasi Wealth Management
California
$332K -$3.83K -77 -1%
CC
685
Chicago Capital
Illinois
$327K – – –
AWM
686
Axxcess Wealth Management
California
$326K -$983K -19,768 -75%
WPC
687
Wedmont Private Capital
Pennsylvania
$326K +$20.6K +414 +7%
NRI
688
NFP Retirement Inc
California
$325K – – –
BFA
689
Bragg Financial Advisors
North Carolina
$324K +$19K +383 +6%
SWA
690
Sax Wealth Advisors
New Jersey
$322K – – –
AWM
691
Apollon Wealth Management
South Carolina
$318K -$55.9K -1,124 -15%
SAG
692
SageView Advisory Group
California
$315K +$24.1K +484 +8%
TCWM
693
Total Clarity Wealth Management
Illinois
$315K +$313K +6,299 New
WKWM
694
Walter & Keenan Wealth Management
Indiana
$311K – – –
ECA
695
Elevated Capital Advisors
Utah
$310K -$162K -3,252 -34%
FOA
696
Five Oceans Advisors
California
$308K – – –
PWA
697
Physician Wealth Advisors
Utah
$306K +$29.4K +592 +11%
WHCI
698
W.H. Cornerstone Investments
Massachusetts
$302K – – –
DWM
699
Dogwood Wealth Management
Kansas
$300K – – –
RWI
700
Red Wave Investments
Pennsylvania
$300K – – –
26 27
28
29 30