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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
251
Sound Income Strategies
Florida
$39K – – –
WB
252
Webster Bank
Connecticut
$39K – – –
BFEC
253
Benjamin F. Edwards & Company
Missouri
$35K +$3.2K +35 +8%
MAM
254
Meeder Asset Management
Ohio
$34K +$40.6K +443 New
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$33.3K – – –
CIA
256
Cascade Investment Advisors
Oregon
$31.6K +$37.5K +410 New
APSP
257
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K +$183 +2 +0.5%
CFA
258
Carroll Financial Associates
North Carolina
$29K -$3.02K -33 -8%
HT
259
Heritage Trust
Oklahoma
$29K – – –
CWA
260
Clarus Wealth Advisors
Arizona
$28K +$183 +2 +0.5%
IWA
261
Intercontinental Wealth Advisors
Texas
$28K +$33.3K +364 New
GRP
262
Global Retirement Partners
California
$26K -$12.7K -139 -29%
1NWS
263
1 North Wealth Services
Maryland
$26K +$30.6K +334 New
RWM
264
Raffa Wealth Management
District of Columbia
$25.1K -$37.1K -405 -55%
GI
265
Gradient Investments
Minnesota
$24K -$4.58K -50 -14%
PCP
266
Proficio Capital Partners
Massachusetts
$24K – – –
NSG
267
Nalls Sherbakoff Group
Tennessee
$23K +$26.8K +293 New
RFA
268
Reilly Financial Advisors
California
$22K – – –
PG
269
Proffitt & Goodson
Tennessee
$21K -$1.1K -12 -4%
IIM
270
Ipswich Investment Management
Massachusetts
$20K +$24K +262 New
PA
271
Parallel Advisors
California
$17K -$6.87K -75 -25%
WEC
272
Winslow Evans & Crocker
Massachusetts
$16K – – –
W
273
WealthOne
New York
$16K +$18.8K +205 New
FANJ
274
Financial Architects (New Jersey)
New Jersey
$15K – – –
SIAP
275
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
9 10
11
12 13