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Vanguard Short-Term Inflation-Protected Securities Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$608K
PBF
202
Petix & Botte Financial
California
$607K +$528K +10,618 +79%
CAAS
203
Capital Asset Advisory Services
Michigan
$592K +$994 +20 +0.2%
MWM
204
Modera Wealth Management
New Jersey
$581K +$127K +2,562 +28%
AC
205
Alexandria Capital
Virginia
$572K -$81.5K -1,640 -13%
MWA
206
Moser Wealth Advisors
Washington
$567K -$75K -1,510 -12%
PHS
207
Pekin Hardy Strauss
Illinois
$567K +$118K +2,380 +27%
CT
208
Caldwell Trust
Florida
$560K +$16.1K +325 +3%
BWM
209
Benchmark Wealth Management
Connecticut
$552K +$7.21K +145 +1%
PWM
210
PBMares Wealth Management
Virginia
$548K
LOPW
211
Live Oak Private Wealth
North Carolina
$542K +$537K +10,801 New
RIA
212
Regal Investment Advisors
Michigan
$537K +$532K +10,696 New
FCIM
213
Fairview Capital Investment Management
California
$523K
BCA
214
Bay Colony Advisors
Massachusetts
$509K +$248K +5,000 +97%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$498K -$7.21K -145 -1%
WWM
216
Western Wealth Management
Colorado
$497K +$492K +9,904 New
JHP
217
James Hambro & Partners
United Kingdom
$495K -$123K -2,470 -20%
JC
218
Jentner Corp
Ohio
$493K -$88.2K -1,775 -15%
KA
219
Kovack Advisors
Florida
$486K -$70.2K -1,412 -13%
22CM
220
20/20 Capital Management
California
$485K +$475K +9,558 New
IAN
221
Integrated Advisors Network
Texas
$482K -$169K -3,409 -26%
CPIG
222
Chicago Partners Investment Group
Illinois
$480K
SW
223
SkyOak Wealth
Michigan
$436K +$431K +8,682 New
MWM
224
Merriman Wealth Management
Washington
$433K -$17.8K -358 -4%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$424K +$10.7K +215 +3%