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Vanguard Short-Term Inflation-Protected Securities Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Coldstream Capital Management
Washington
$94.7K +$93.1K +1,897 New
SAM
702
Smartleaf Asset Management
Massachusetts
$81.9K +$5.74K +117 +8%
CIAS
703
CBIZ Investment Advisory Services
Ohio
$77.9K -$45.4K -925 -37%
EWA
704
EverSource Wealth Advisors
Alabama
$75.2K -$196 -4 -0.3%
CT
705
Coastline Trust
Rhode Island
$73.4K – – –
RWM
706
Rialto Wealth Management
New York
$71.8K +$12.3K +250 +21%
SIS
707
Strategic Investment Solutions
Illinois
$70.1K +$736 +15 +1%
WTA
708
Washington Trust Advisors
Massachusetts
$68.3K – – –
FGAM
709
Financial Gravity Asset Management
Texas
$67.1K +$66K +1,345 New
MA
710
Montag & Associates
Georgia
$64.9K +$32.9K +671 +107%
BWL
711
Bogart Wealth LLC
Virginia
$64.1K +$5.69K +116 +10%
Fifth Third Bancorp
712
Fifth Third Bancorp
Ohio
$62.4K – – –
MMCM
713
Murphy & Mullick Capital Management
New York
$62.2K -$6.58K -134 -10%
MWA
714
Medallion Wealth Advisors
Connecticut
$59.5K -$1.13K -23 -2%
VC
715
Vestor Capital
Illinois
$54K – – –
VWA
716
VSM Wealth Advisory
Maryland
$53.9K +$5.79K +118 +12%
HIA
717
HFM Investment Advisors
New Jersey
$52K +$51.1K +1,041 New
T
718
Transce3nd
Texas
$51.6K -$47K -958 -48%
VCM
719
Versant Capital Management
Arizona
$49.9K – – –
AT
720
Avalon Trust
New Mexico
$49.9K +$49.1K +1,000 New
CFFP
721
Center for Financial Planning
Michigan
$45.3K +$44.6K +908 New
DRP
722
Decker Retirement Planning
Utah
$44.9K +$44.2K +900 New
M
723
MOTCO
Texas
$35.9K – – –
RF
724
Rossby Financial
Florida
$35.7K +$35K +714 New
SIS
725
Sound Income Strategies
Florida
$35.6K – – –