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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Marotta Asset Management
Virginia
$286K +$262K +4,095 New
SWM
227
Segment Wealth Management
Texas
$284K +$267K +4,170 New
Prudential Financial
228
Prudential Financial
New Jersey
$282K +$266K +4,154 New
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$281K +$10.7K +168 +4%
GT
230
Glenmede Trust
Pennsylvania
$280K +$214K +3,354 +436%
SPIA
231
Steward Partners Investment Advisory
New York
$279K +$51.1K +800 +24%
PP
232
PDS Planning
Ohio
$278K
ACM
233
Advisors Capital Management
New Jersey
$273K +$257K +4,016 New
HIC
234
Holderness Investments Company
North Carolina
$273K +$257K +4,019 New
LAI
235
Legal Advantage Investments
California
$272K
HWA
236
Heartwood Wealth Advisors
Virginia
$272K +$256K +4,007 New
BW
237
Bison Wealth
Georgia
$271K -$4.28K -67 -2%
IRAG
238
Investment Research & Advisory Group
Georgia
$270K
NHC
239
Nicholas Hoffman & Company
Georgia
$269K
MWM
240
Mission Wealth Management
California
$269K +$253K +3,958 New
B
241
Bailard
California
$266K -$186K -2,916 -43%
MIAS
242
Mason Investment Advisory Services
Virginia
$262K -$35.7K -558 -13%
JCM
243
Jacobi Capital Management
Pennsylvania
$262K +$208K +3,259 +554%
BWP
244
BSW Wealth Partners
Colorado
$262K +$246K +3,846 New
BAM
245
Belpointe Asset Management
Nevada
$261K +$831 +13 +0.3%
SWM
246
Spire Wealth Management
Virginia
$260K +$243K +3,793 New
FIA
247
Foundations Investment Advisors
Arizona
$258K +$11.1K +173 +5%
BRWA
248
B. Riley Wealth Advisors
Florida
$255K +$238K +3,726 New
GIA
249
Guyasuta Investment Advisors
Pennsylvania
$254K +$239K +3,740 New
IP
250
Intellectus Partners
California
$252K +$237K +3,710 New