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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
826
Concord Wealth Partners
Virginia
$151K +$151K +3,013 New
BFP
827
Birchwood Financial Partners
Minnesota
$151K – – –
CTC
828
Central Trust Company
Missouri
$147K -$24.8K -493 -14%
RFA
829
Reyes Financial Architecture
California
$139K -$5.03K -100 -3%
LB
830
Legacy Bridge
Iowa
$130K – – –
PFBT
831
Parkside Financial Bank & Trust
Missouri
$129K +$48.2K +959 +59%
SC
832
SouthState Corp
Florida
$125K – – –
AIM
833
Anchor Investment Management
South Carolina
$119K +$50 +1 +0%
TCM
834
TD Capital Management
Tennessee
$115K +$50 +1 +0%
T
835
Tidemark
California
$103K -$13.4K -266 -11%
SAS
836
Stelac Advisory Services
New York
$103K – – –
CAL
837
Capital Analysts LLC
Pennsylvania
$103K -$1.71K -34 -2%
MDA
838
Minot DeBlois Advisors
Massachusetts
$103K – – –
CFM
839
Compass Financial Management
Florida
$102K +$103K +2,057 New
SFCL
840
Strengthening Families & Communities LLC
Massachusetts
$99.5K +$50 +1 +0.1%
GA
841
GFS Advisors
Texas
$96K +$679K +13,508 New
ADL
842
Asset Dedication LLC
California
$95.3K – – –
IFWM
843
Institute for Wealth Management
Colorado
$95K +$95.1K +1,892 New
RL
844
Rogco LP
Oklahoma
$91.4K – – –
LG
845
LAM Group
Oregon
$88.4K +$13.1K +260 +17%
EWA
846
EverSource Wealth Advisors
Alabama
$84.4K +$43.9K +874 +109%
CIAS
847
CBIZ Investment Advisory Services
Ohio
$78K – – –
CIA
848
Cape Investment Advisory
Georgia
$76.1K +$76.1K +1,514 New
DF
849
DecisionPoint Financial
Arizona
$73.3K -$302 -6 -0.4%
SIM
850
Synergy Investment Management
Florida
$70.6K +$71.5K +1,422 New
32 33
34
35 36