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Vanguard Energy ETF
VDE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Corient Private Wealth
26
Corient Private Wealth
Florida
USD 21.1 M -USD 882 k -5,446 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
USD 20.9 M -USD 921 k -5,685 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
USD 19.9 M -USD 1.02 M -6,284 -5%
Zuckerman Investment Group
29
Zuckerman Investment Group
Illinois
USD 17.5 M -USD 61.6 k -380 -0.3%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
USD 16.3 M -USD 4.14 M -25,541 -19%
Citadel Advisors
31
Citadel Advisors
Florida
USD 15.8 M +USD 17 M +105,222 Nuevas
JP Morgan Chase
32
JP Morgan Chase
New York
USD 15.4 M +USD 1.23 M +7,618 +8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
USD 15.2 M -USD 546 k -3,368 -3%
Allen Wealth Management
34
Allen Wealth Management
North Carolina
USD 15 M -USD 1.35 M -8,364 -8%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
USD 14.1 M -USD 766 k -4,730 -5%
TrueWealth Financial Partners
36
TrueWealth Financial Partners
Washington
USD 12.8 M -USD 9.23 k -57 -0.1%
Goldman Sachs
37
Goldman Sachs
New York
USD 12.6 M +USD 8.87 M +54,727 +188%
CMH Wealth Management
38
CMH Wealth Management
New Hampshire
USD 12 M +USD 282 k +1,739 +2%
Creative Planning
39
Creative Planning
Kansas
USD 11.9 M +USD 680 k +4,197 +6%
Swan Capital
40
Swan Capital
Florida
USD 11.5 M -USD 1.21 M -7,494 -9%
Estate Counselors
41
Estate Counselors
Wisconsin
USD 10.5 M -USD 2.08 M -12,850 -15%
PL
42
Polianta Ltd
Jersey
USD 10.4 M +USD 2.33 M +14,400 +26%
BFSG LLC
43
BFSG LLC
California
USD 9.8 M +USD 59.9 k +370 +0.6%
Roundview Capital
44
Roundview Capital
New Jersey
USD 9.6 M +USD 15.2 k +94 +0.1%
Elgethun Capital Management
45
Elgethun Capital Management
South Dakota
USD 9.31 M +USD 426 k +2,628 +4%
Lido Advisors
46
Lido Advisors
California
USD 9.24 M +USD 318 k +1,960 +3%
Arax Advisory Partners
47
Arax Advisory Partners
Colorado
USD 9.23 M +USD 9.42 M +58,163 +1,762%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
USD 9.06 M -USD 53.3 k -329 -0.5%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
USD 8.94 M +USD 1.72 M +10,633 +22%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
USD 8.8 M -USD 137 k -845 -1%
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