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Vanguard Short-Term Inflation-Protected Securities Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
726
WealthCare Investment Partners
Rhode Island
$252K +$5.25K +105 +2%
EWM
727
Evercore Wealth Management
New York
$251K +$12.1K +241 +5%
WFA
728
WMG Financial Advisors
Tennessee
$250K +$11.2K +223 +5%
GM
729
GeoWealth Management
Illinois
$248K -$40.5K -810 -14%
SI
730
Stephens Inc
Arkansas
$245K +$248K +4,963 New
BOJHT
731
Bank of Jackson Hole Trust
Wyoming
$245K – – –
EIA
732
Eldridge Investment Advisors
New Hampshire
$244K -$10.8K -216 -4%
AWA
733
Archvest Wealth Advisors
California
$240K +$1.15K +23 +0.5%
KFI
734
Key Financial Inc
Pennsylvania
$237K +$3.05K +61 +1%
LFP
735
Lakeshore Financial Planning
Michigan
$233K -$3.85K -77 -2%
TPF
736
Tribridge Partners Financial
Maryland
$233K +$236K +4,712 New
TCM
737
TruNorth Capital Management
Michigan
$233K – – –
BSCCG
738
Blue Sky Capital Consultants Group
California
$231K +$234K +4,673 New
BAM
739
Belpointe Asset Management
Nevada
$231K -$226K -4,522 -49%
EFP
740
Elser Financial Planning
Indiana
$230K – – –
JCM
741
Jacobi Capital Management
Pennsylvania
$227K +$4.95K +99 +2%
PB
742
Pinnacle Bancorp
Nebraska
$225K -$250 -5 -0.1%
HI
743
Harbour Investments
Wisconsin
$225K -$78.1K -1,561 -26%
MPW
744
MGO Private Wealth
California
$223K – – –
CIM
745
Cambria Investment Management
California
$223K +$850 +17 +0.4%
PAM
746
Palisade Asset Management
Minnesota
$223K – – –
CFG
747
Cornerstone Financial Group
Nebraska
$223K +$6.05K +121 +3%
KWA
748
Kingswood Wealth Advisors
California
$221K +$8.75K +175 +4%
Bessemer Group
749
Bessemer Group
New Jersey
$221K +$156K +3,115 +232%
CPCM
750
Cardinal Point Capital Management
Ontario, Canada
$219K – – –