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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
251
One Capital Management
California
$1.03M – – –
TSS
252
Two Sigma Securities
New York
$1.02M +$1.1M +6,777 New
PGFC
253
Peapack-Gladstone Financial Corp
New Jersey
$1.01M -$411K -2,540 -27%
PWM
254
Praetorian Wealth Management
California
$995K -$324 -2 -0%
MIAS
255
Mason Investment Advisory Services
Virginia
$989K -$12.8K -79 -1%
KA
256
Kovack Advisors
Florida
$988K +$47.8K +295 +5%
MCM
257
MAI Capital Management
Ohio
$978K +$126K +776 +14%
MWP
258
Madison Wealth Partners
Wisconsin
$974K +$26.7K +165 +3%
AF
259
Allworth Financial
California
$973K -$24.8K -153 -2%
WANY
260
Wealthspire Advisors (New York)
New York
$968K +$68.7K +424 +7%
SI
261
Stephens Inc
Arkansas
$965K +$13.4K +83 +1%
PCIA
262
Prime Capital Investment Advisors
Kansas
$962K +$93.8K +579 +10%
WDC
263
Woodward Diversified Capital
California
$961K -$130K -804 -11%
FOFP
264
Fee-Only Financial Planning
South Carolina
$961K -$97.2K -600 -9%
ACM
265
Advisors Capital Management
New Jersey
$958K -$77.3K -477 -7%
MWM
266
Modera Wealth Management
New Jersey
$949K -$16.2K -100 -2%
BFAG
267
Blackston Financial Advisory Group
Florida
$939K +$36.4K +225 +4%
FP
268
Financial Perspectives
Minnesota
$938K +$2.27K +14 +0.2%
CCA
269
Checchi Capital Advisers
California
$918K -$85.5K -528 -8%
GSIS
270
Global Strategic Investment Solutions
Arizona
$915K – – –
GA
271
GFS Advisors
Texas
$906K – – –
YIH
272
Y-Intercept (HK)
Hong Kong
$903K +$974K +6,015 New
FB
273
First Bancorp
Maine
$870K -$151K -930 -14%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$866K -$46.2K -285 -5%
OIA
275
OneDigital Investment Advisors
Kansas
$862K -$326K -2,010 -26%
9 10
11
12 13