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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
726
Topel & Distasi Wealth Management
California
$309K -$24.9K -496 -7%
CL
727
Choreo LLC
Illinois
$308K -$177K -3,521 -36%
WCP
728
Wealthcare Capital Partners
Pennsylvania
$306K +$306K +6,096 New
ATC
729
Argent Trust Co
Tennessee
$306K +$306K +6,084 New
NB
730
Nicolet Bankshares
Wisconsin
$305K +$308K +6,137 New
WHCI
731
W.H. Cornerstone Investments
Massachusetts
$304K +$101 +2 +0%
RWI
732
Red Wave Investments
Pennsylvania
$301K – – –
TWC
733
TD Waterhouse Canada
Ontario, Canada
$299K +$298K +5,930 +5,491%
ECA
734
Elevated Capital Advisors
Utah
$298K -$13.7K -272 -4%
SG
735
Sankala Group
Colorado
$293K -$5.33K -106 -2%
SP
736
Sequent Planning
Nebraska
$291K +$42.4K +843 +17%
OC
737
Oppenheimer & Co
New York
$289K +$23.7K +472 +9%
SAG
738
SageView Advisory Group
California
$288K -$28.5K -566 -9%
DWM
739
Dakota Wealth Management
Florida
$287K -$51.7K -1,028 -15%
WS
740
Wedbush Securities
California
$287K +$288K +5,721 New
EI
741
eCIO Inc
Wisconsin
$287K +$20.1K +400 +8%
PRAG
742
Portfolio Resources Advisor Group
Florida
$287K +$2.46K +49 +0.9%
DAC
743
Dutch Asset Corp
New York
$286K – – –
BI
744
BluePrint Investing
California
$285K +$16.1K +321 +6%
WDG
745
Wealth Dimensions Group
Ohio
$285K – – –
SAM
746
Synergy Asset Management
Washington
$283K -$369K -7,332 -57%
CCC
747
Compass Capital Corp
Massachusetts
$280K +$20.7K +412 +8%
SWA
748
Sax Wealth Advisors
New Jersey
$280K -$45.4K -904 -14%
JWA
749
JFS Wealth Advisors
Pennsylvania
$279K +$62K +1,234 +29%
SFS
750
Summit Financial Strategies
Ohio
$271K -$29.8K -592 -10%
28 29
30
31 32