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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
251
Northside Capital Management
Oregon
$371K
BDF
252
Black Diamond Financial
Maryland
$361K
DI
253
Disciplined Investments
Oklahoma
$360K +$7.48K +94 +2%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$359K -$1.65M -20,771 -82%
CPO
255
Cerity Partners OCIO
New York
$357K +$30.1K +379 +9%
VIM
256
Vista Investment Management
Pennsylvania
$355K -$32.9K -414 -8%
SWA
257
Stratos Wealth Advisors
Ohio
$354K +$875 +11 +0.2%
PCM
258
Parsons Capital Management
Rhode Island
$350K +$140K +1,765 +64%
BO
259
BRR OpCo
Ohio
$343K -$1.08M -13,621 -76%
Millennium Management
260
Millennium Management
New York
$339K -$1.16M -14,584 -77%
MGIA
261
Moneta Group Investment Advisors
Missouri
$339K +$875 +11 +0.3%
PFS
262
Prospera Financial Services
Texas
$337K -$61.4K -772 -15%
EFS
263
Essex Financial Services
Connecticut
$336K +$34.9K +439 +11%
SWM
264
Spire Wealth Management
Virginia
$329K -$462K -5,813 -58%
BRWA
265
B. Riley Wealth Advisors
Florida
$328K -$38.5K -484 -10%
MWM
266
Mission Wealth Management
California
$325K -$27.8K -349 -8%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$325K +$333K +4,186 New
BCA
268
Bay Colony Advisors
Massachusetts
$324K +$332K +4,175 New
HWA
269
Heartwood Wealth Advisors
Virginia
$323K
AWA
270
Arkadios Wealth Advisors
Georgia
$322K
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$320K -$9.94K -125 -3%
PP
272
PDS Planning
Ohio
$319K +$636 +8 +0.2%
NHC
273
Nicholas Hoffman & Company
Georgia
$315K +$1.75K +22 +0.5%
LWAC
274
Laurel Wealth Advisors (California)
California
$314K +$15.3K +192 +5%
LFAS
275
Level Four Advisory Services
Texas
$314K +$322K +4,045 New