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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
251
Leavell Investment Management
Alabama
$281K +$262K +3,750 New
IWA
252
IVC Wealth Advisors
Pennsylvania
$280K +$12.2K +175 +5%
MIAS
253
Mason Investment Advisory Services
Virginia
$279K -$3.28K -47 -1%
GIA
254
Guyasuta Investment Advisors
Pennsylvania
$276K – – –
RM
255
Resource Management
Louisiana
$268K -$93.5K -1,340 -27%
BCM
256
Blume Capital Management
California
$268K – – –
IP
257
Intellectus Partners
California
$263K – – –
CBFP
258
Cedar Brook Financial Partners
Ohio
$263K +$51.6K +740 +26%
CI
259
Ceera Investments
Texas
$262K – – –
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K – – –
MAM
261
Marotta Asset Management
Virginia
$259K – – –
AWA
262
Arete Wealth Advisors
Illinois
$258K -$767 -11 -0.3%
NRI
263
NFP Retirement Inc
California
$258K -$144K -2,071 -37%
FPCP
264
Fort Point Capital Partners
California
$256K -$28K -401 -10%
JCM
265
Jacobi Capital Management
Pennsylvania
$256K -$21K -301 -8%
HNB
266
Huntington National Bank
Ohio
$253K – – –
ATPW
267
Ashton Thomas Private Wealth
Arizona
$251K – – –
CCG
268
Chatham Capital Group
Georgia
$251K – – –
B
269
Bridgeworth
Alabama
$248K – – –
EWA
270
Evolution Wealth Advisors
Florida
$245K -$1.45M -20,790 -86%
RWA
271
Roberts Wealth Advisors
California
$245K +$231K +3,311 New
MCM
272
Manchester Capital Management
Vermont
$244K – – –
SPIA
273
Steward Partners Investment Advisory
New York
$244K – – –
TPCW
274
TD Private Client Wealth
New York
$243K +$21.6K +310 +10%
ICG
275
InterOcean Capital Group
Tennessee
$233K +$220K +3,156 New
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11
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