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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
701
International Assets Investment Management
Florida
$224K +$228K +4,792 New
DWT
702
Dorsey & Whitney Trust
South Dakota
$223K +$228K +4,784 New
AIM
703
AMI Investment Management
Indiana
$221K – – –
HWMA
704
Heritage Wealth Management (Arizona)
Arizona
$219K +$113K +2,380 +103%
PFG
705
Pinnacle Financial Group
Illinois
$219K +$223K +4,682 New
AT
706
Arden Trust
Delaware
$215K – – –
BFIM
707
Beese Fulmer Investment Management
Ohio
$214K – – –
RWP
708
Ridgecrest Wealth Partners
California
$214K -$82.7K -1,736 -28%
ZF
709
Zhang Financial
Michigan
$212K -$9.72K -204 -4%
CWM
710
Calamos Wealth Management
Illinois
$211K – – –
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$1.19K +25 +0.6%
VWA
712
Visionary Wealth Advisors
Illinois
$206K -$11.9M -250,388 -98%
CAG
713
Csenge Advisory Group
Florida
$206K +$210K +4,401 New
CS
714
Comerica Securities
Michigan
$205K +$210K +4,397 New
RCM
715
RB Capital Management
Nevada
$204K -$54.1K -1,135 -21%
FFS
716
Founders Financial Securities
Maryland
$203K -$60.6K -1,272 -23%
SCA
717
Stonebridge Capital Advisors
Minnesota
$203K +$14.6K +307 +8%
HAS
718
HBW Advisory Services
California
$203K -$2.13M -44,722 -91%
SFP
719
Sterling Financial Planning
New Jersey
$203K +$207K +4,343 New
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K -$155K -3,260 -43%
KWM
721
Keebeck Wealth Management
Illinois
$201K +$205K +4,305 New
CPO
722
Cerity Partners OCIO
New York
$201K -$191K -4,010 -48%
ONST
723
Old North State Trust
North Carolina
$195K -$11.5K -242 -5%
LS
724
Leelyn Smith
Illinois
$194K +$196K +4,119 +12,115%
PO
725
Private Ocean
California
$181K +$9.72K +204 +6%
27 28
29
30 31