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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
251
Center for Financial Planning
Michigan
$613K
CBFP
252
Cedar Brook Financial Partners
Ohio
$612K +$98.3K +879 +17%
AWM
253
Atticus Wealth Management
Florida
$610K +$101K +901 +17%
CFGS
254
Concourse Financial Group Securities
Alabama
$604K +$16.1K +144 +2%
SCA
255
Snowden Capital Advisors
New York
$604K +$21K +188 +3%
CA
256
Cambridge Advisors
Nebraska
$604K +$61.5K +550 +10%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$597K -$155K -1,385 -19%
VCM
258
Versant Capital Management
Arizona
$594K -$598K -5,344 -47%
RJT
259
Raymond James Trust
Florida
$594K
LDFR
260
Lehman & Derafelo Financial Resources
Pennsylvania
$588K
UCFA
261
United Capital Financial Advisors
Texas
$586K -$8.73K -78 -1%
BRWM
262
B. Riley Wealth Management
Tennessee
$573K +$71.2K +636 +12%
TP
263
Tranquility Partners
Tennessee
$566K
TPCW
264
TD Private Client Wealth
New York
$562K +$50.7K +453 +9%
HWA
265
Heartwood Wealth Advisors
Virginia
$557K +$162K +1,445 +35%
NFG
266
Nations Financial Group
Iowa
$554K
BRWA
267
B. Riley Wealth Advisors
Florida
$554K +$68.2K +610 +12%
MGIA
268
Moneta Group Investment Advisors
Missouri
$553K +$99.4K +888 +19%
PCM
269
Parsons Capital Management
Rhode Island
$549K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$549K +$45.2K +404 +8%
CWS
271
Cypress Wealth Services
California
$545K +$4.47K +40 +0.7%
RMAM
272
Raab & Moskowitz Asset Management
New Jersey
$542K +$7.5K +67 +1%
MIAS
273
Mason Investment Advisory Services
Virginia
$538K -$26.1K -233 -4%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$534K +$36.1K +323 +6%
ASN
275
Advisory Services Network
Georgia
$533K -$2.06M -18,456 -77%