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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
SOL Capital Management
Maryland
$682K – – –
HIC
227
Holderness Investments Company
North Carolina
$674K -$21.3K -200 -3%
CA
228
Cambridge Advisors
Nebraska
$674K +$59.4K +558 +9%
SCA
229
Snowden Capital Advisors
New York
$673K +$59.2K +557 +9%
LSA
230
Lansing Street Advisors
Pennsylvania
$673K +$705K +6,629 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$668K +$60.9K +573 +10%
FMN
232
Financial Management Network
California
$658K +$141K +1,324 +29%
CBFP
233
Cedar Brook Financial Partners
Ohio
$648K +$24K +226 +4%
CWS
234
Cypress Wealth Services
California
$635K +$5K +47 +0.9%
CFFP
235
Center for Financial Planning
Michigan
$626K – – –
RJT
236
Raymond James Trust
Florida
$626K +$20K +188 +3%
CFGS
237
Concourse Financial Group Securities
Alabama
$624K -$532 -5 -0.1%
CB
238
Commerce Bank
Missouri
$616K -$33.5K -315 -5%
IWA
239
IBEX Wealth Advisors
New Jersey
$613K -$2.62M -24,617 -80%
AWM
240
Atticus Wealth Management
Florida
$610K – – –
LDFR
241
Lehman & Derafelo Financial Resources
Pennsylvania
$608K – – –
PCM
242
Parsons Capital Management
Rhode Island
$608K +$50K +470 +9%
VCM
243
Versant Capital Management
Arizona
$607K – – –
CL
244
COWA LLC
Oklahoma
$606K -$32K -301 -5%
RG
245
Retirement Group
California
$600K -$244K -2,297 -28%
ST
246
Sentinel Trust
Texas
$598K -$98.9K -930 -14%
SOS
247
Silver Oak Securities
Tennessee
$590K +$116K +1,086 +30%
CW
248
CreativeOne Wealth
Kansas
$584K -$399K -3,747 -39%
TP
249
Tranquility Partners
Tennessee
$575K -$2.45K -23 -0.4%
OIA
250
OneDigital Investment Advisors
Kansas
$574K -$234K -2,202 -28%
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