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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
701
Unify Financial Advisors
Florida
$365K +$365K +7,259 New
PIA
702
Perennial Investment Advisors
California
$363K +$22.4K +445 +7%
CWMGO
703
Capstone Wealth Management Group (Oregon)
Oregon
$356K – – –
WFA
704
WJ Financial Advisors
Connecticut
$352K – – –
ONST
705
Old North State Trust
North Carolina
$347K – – –
SFG
706
SNS Financial Group
Minnesota
$347K +$347K +6,904 New
MSG
707
Main Street Group
Virginia
$344K -$23.5K -468 -6%
IWN
708
Independent Wealth Network
Iowa
$342K +$7.04K +140 +2%
VWA
709
VERITY Wealth Advisors
United States
$342K +$129K +2,562 +60%
RWM
710
Riverbend Wealth Management
South Carolina
$341K +$2.06K +41 +0.6%
NRI
711
NFP Retirement Inc
California
$335K +$8.24K +164 +3%
EBA
712
Eagle Bay Advisors
New York
$333K -$249K -4,949 -43%
SAM
713
Smithbridge Asset Management
Pennsylvania
$333K -$411K -8,176 -55%
PRP
714
Peak Retirement Planning
Ohio
$332K -$54K -1,074 -14%
CC
715
Chicago Capital
Illinois
$329K – – –
DWM
716
Dogwood Wealth Management
Kansas
$328K +$26.9K +535 +9%
AFS
717
Access Financial Services
Minnesota
$327K +$327K +6,503 New
WPC
718
Wedmont Private Capital
Pennsylvania
$326K +$2.36K +47 +0.7%
AIM
719
Alhambra Investment Management
Florida
$322K -$78.7K -1,565 -20%
TCWM
720
Total Clarity Wealth Management
Illinois
$319K +$2.77K +55 +0.9%
DC
721
DeDora Capital
California
$319K +$75.8K +1,508 +31%
WKWM
722
Walter & Keenan Wealth Management
Indiana
$313K – – –
WAM
723
WealthCare Asset Management
Missouri
$313K +$313K +6,226 New
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$311K +$311K +6,186 New
FOA
725
Five Oceans Advisors
California
$309K – – –
27 28
29
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