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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
701
Tenzing Financial
Virginia
$272K +$275K +5,509 New
CCC
702
Compass Capital Corp
Massachusetts
$270K +$271K +5,424 New
GWM
703
Grand Wealth Management
Michigan
$267K +$1.75K +35 +0.7%
OCM
704
One Capital Management
California
$267K -$4.11M -82,105 -94%
MCCP
705
Mission Creek Capital Partners
California
$266K -$140K -2,790 -34%
AIC
706
Archer Investment Corporation
Indiana
$264K -$14.9K -299 -5%
OFA
707
Oak Family Advisors
Illinois
$264K -$87.7K -1,754 -25%
BI
708
BluePrint Investing
California
$262K +$265K +5,307 New
KWM
709
KW Wealth Management
California
$262K -$9K -180 -3%
PHWM
710
Pine Harbor Wealth Management
Maryland
$261K +$11.2K +224 +4%
SA
711
Skyline Advisors
Washington
$260K -$315K -6,303 -54%
KOMWMG
712
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K +$261K +5,229 New
MHC
713
May Hill Capital
Massachusetts
$258K +$261K +5,221 New
WFP
714
Wrenne Financial Planning
Kentucky
$258K +$61K +1,219 +31%
TCM
715
Towneley Capital Management
California
$258K +$3.6K +72 +1%
CFP
716
Cascade Financial Partners
California
$258K +$50 +1 +0%
KFGG
717
Keystone Financial Group (Georgia)
Georgia
$257K -$8.1K -162 -3%
EFS
718
Essex Financial Services
Connecticut
$257K -$526K -10,514 -67%
RSVP
719
Ramsay Stattman Vela & Price
Colorado
$255K – – –
PCIA
720
Prime Capital Investment Advisors
Kansas
$255K -$253K -5,064 -50%
CFO
721
Cambient Family Office
Michigan
$254K +$256K +5,128 New
EI
722
eCIO Inc
Wisconsin
$253K +$10.9K +218 +4%
AFP
723
Arnold Financial Planning
Iowa
$252K +$255K +5,094 New
WIP
724
WealthCare Investment Partners
Rhode Island
$252K +$5.25K +105 +2%
EWM
725
Evercore Wealth Management
New York
$251K +$12.1K +241 +5%
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29
30 31