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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
251
Carolinas Wealth Consulting
North Carolina
$7K +$12.8K +202 New
RFA
252
Reilly Financial Advisors
California
$6K – – –
SIC
253
Salem Investment Counselors
North Carolina
$6K +$190 +3 +2%
FA
254
Fortis Advisors
Pennsylvania
$6K +$9.64K +152 New
SMFS
255
Squar Milner Financial Services
California
$6K +$10.1K +159 New
TCM
256
Tradewinds Capital Management
Washington
$6K +$10.6K +167 New
WB
257
Webster Bank
Connecticut
$5K -$23.8K -375 -75%
CIAS
258
Capital Investment Advisory Services
North Carolina
$5K – – –
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$5K – – –
JPLA
260
Joseph P. Lucia & Associates
New York
$5K – – –
RCA
261
Ranch Capital Advisors
Florida
$5K +$63 +1 +0.7%
MIM
262
Macroview Investment Management
Maryland
$5K +$127 +2 +2%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$4K -$13.3K -209 -68%
FWM
264
FSA Wealth Management
Massachusetts
$4K – – –
HI
265
Human Investing
Oregon
$4K – – –
ME
266
McIlrath & Eck
Washington
$4K – – –
PP
267
PrairieView Partners
Minnesota
$4K +$6.6K +104 New
PWMG
268
Prestige Wealth Management Group
New Jersey
$3K – – –
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33K – – –
SIS
270
SVB Investment Services
Utah
$2K -$32.6K -514 -90%
CDIA
271
Capital Directions Investment Advisors
Georgia
$2K – – –
CWM
272
Cranbrook Wealth Management
Michigan
$2K – – –
WEC
273
Winslow Evans & Crocker
Massachusetts
$2K – – –
PCG
274
Private Capital Group
Connecticut
$2K +$63 +1 +2%
CAC
275
Certified Advisory Corp
Florida
$2K +$444 +7 +19%
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11
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