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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
CVA Family Office
Colorado
$2K – – –
GA
777
GoalVest Advisory
New York
$2K +$2.33K +47 New
FCB
778
First Command Bank
Texas
$1K – – –
FCFS
779
First Command Financial Services
Texas
$1K – – –
GWS
780
Glassman Wealth Services
Virginia
$1K – – –
GWSG
781
GPS Wealth Strategies Group
Colorado
$1K – – –
PWMG
782
Prestige Wealth Management Group
New Jersey
$1K – – –
AWM
783
Abound Wealth Management
Tennessee
$145 +$149 +3 New
ETC
784
Exchange Traded Concepts
Oklahoma
– -$153M -3,061,683 Closed
AIP
785
Almanack Investment Partners
Pennsylvania
– -$99.3M -1,980,516 Closed
CIAS
786
CBIZ Investment Advisory Services
Ohio
– -$29.5M -588,049 Closed
EF
787
Empowered Funds
Pennsylvania
– -$28.5M -577,276 Closed
CPFP
788
Clear Perspectives Financial Planning
Ohio
– -$24.4M -486,945 Closed
LAM
789
LFS Asset Management
California
– -$19.6M -390,325 Closed
KC
790
Kingfisher Capital
North Carolina
– -$18.2M -362,583 Closed
CAAS
791
Capital Asset Advisory Services
Michigan
– -$15.9M -317,627 Closed
CWG
792
Crown Wealth Group
North Carolina
– -$12M -238,813 Closed
SCP
793
Shorepoint Capital Partners
Massachusetts
– -$11.9M -238,244 Closed
FFC
794
Fure Financial Corporation
Minnesota
– -$11.3M -226,093 Closed
RH
795
RFG Holdings
Texas
– -$10.9M -217,313 Closed
NLP
796
Next Level Private
New York
– -$10.3M -205,234 Closed
PI
797
Pachira Investments
California
– -$8.38M -167,139 Closed
BIP
798
Bouvel Investment Partners
Pennsylvania
– -$7.13M -142,226 Closed
TFA
799
Tranquilli Financial Advisor
New Jersey
– -$4.97M -99,172 Closed
SA
800
SAM Advisors
California
– -$3.56M -70,941 Closed
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