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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
201
Keystone Wealth Services
California
$5.84M +$5.91M +113,551 New
RRCM
202
Rappaport Reiches Capital Management
Illinois
$5.8M +$408K +7,834 +7%
PCIG
203
Partners Capital Investment Group
Massachusetts
$5.71M +$4.71M +90,517 +440%
PGFC
204
Peapack-Gladstone Financial Corp
New Jersey
$5.68M +$1.39M +26,630 +32%
WA
205
Wealth Architects
California
$5.6M +$186K +3,568 +3%
LRPA
206
L. Roy Papp & Associates
Arizona
$5.57M +$117K +2,240 +2%
BEC
207
Blue Edge Capital
Virginia
$5.49M +$5.56M +106,885 New
HT
208
Heritage Trust
Oklahoma
$5.37M +$814K +15,631 +18%
TFP
209
TrueWealth Financial Partners
Washington
$5.35M +$5.42M +104,126 New
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$5.34M – – –
EH
211
Equitable Holdings
New York
$5.32M +$709K +13,615 +15%
SFG
212
Sovereign Financial Group
Connecticut
$5.29M -$114K -2,193 -2%
WAM
213
WNY Asset Management
New York
$5.29M +$2.64M +50,748 +97%
CPA
214
Cardiff Park Advisors
California
$5.27M +$5.34M +102,597 New
TFCP
215
Twin Focus Capital Partners
Massachusetts
$5.17M +$2.04M +39,163 +64%
DHFB
216
Dixon Hubard Feinour & Brown
Virginia
$5.14M +$5.21M +100,050 New
DADC
217
D.A. Davidson & Co
Montana
$5.14M +$561K +10,777 +12%
MAA
218
Mraz Amerine & Associates
California
$5.08M +$2.82M +54,262 +122%
MCM
219
Monarch Capital Management
Indiana
$5.05M -$188K -3,616 -4%
SAM
220
Secure Asset Management
Michigan
$5.02M +$1.09M +20,931 +27%
RC
221
Roundview Capital
New Jersey
$5M +$851K +16,350 +20%
BIP
222
Blueprint Investment Partners
North Carolina
$4.93M +$4.99M +95,951 New
KA
223
Kovack Advisors
Florida
$4.83M +$2.53M +48,560 +107%
CT
224
Coastline Trust
Rhode Island
$4.79M +$194K +3,724 +4%
WCA
225
Westover Capital Advisors
Delaware
$4.71M +$395K +7,593 +9%
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9
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