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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$348K -$5.78M -82,898 -95%
BDF
227
Black Diamond Financial
Maryland
$344K – – –
DI
228
Disciplined Investments
Oklahoma
$336K -$3.7K -53 -1%
SWA
229
Stratos Wealth Advisors
Ohio
$336K – – –
MWM
230
Mission Wealth Management
California
$335K -$92K -1,319 -23%
LFF
231
Level Four Financial
Texas
$333K +$2.65K +38 +0.9%
BWM
232
Birchcreek Wealth Management
Ohio
$324K -$5.37K -77 -2%
MGIA
233
Moneta Group Investment Advisors
Missouri
$322K -$349 -5 -0.1%
FIA
234
Foundations Investment Advisors
Arizona
$316K +$7.11K +102 +3%
RMAM
235
Raab & Moskowitz Asset Management
New Jersey
$314K – – –
CPO
236
Cerity Partners OCIO
New York
$312K +$22.9K +328 +8%
HWA
237
Heartwood Wealth Advisors
Virginia
$307K +$10.5K +150 +4%
PPA
238
Parametric Portfolio Associates
Washington
$306K -$27.5K -394 -9%
AWA
239
Arkadios Wealth Advisors
Georgia
$306K +$8.72K +125 +3%
PP
240
PDS Planning
Ohio
$303K – – –
NHC
241
Nicholas Hoffman & Company
Georgia
$299K +$5.02K +72 +2%
LAI
242
Legal Advantage Investments
California
$296K – – –
BW
243
Bison Wealth
Georgia
$295K – – –
IRAG
244
Investment Research & Advisory Group
Georgia
$295K – – –
EFS
245
Essex Financial Services
Connecticut
$287K +$8.72K +125 +3%
LWAC
246
Laurel Wealth Advisors (California)
California
$285K -$24.3K -349 -8%
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$284K -$7.74K -111 -3%
BWP
248
BSW Wealth Partners
Colorado
$284K – – –
AAM
249
Autus Asset Management
Arizona
$284K +$47.8K +685 +22%
ACA
250
Aptus Capital Advisors
Alabama
$283K -$6.76K -97 -2%
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