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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
251
HFG Wealth Management
Texas
$708K +$735K +6,200 New
SSWM
252
Sheets Smith Wealth Management
North Carolina
$708K -$2.61K -22 -0.4%
RJT
253
Raymond James Trust
Florida
$704K – – –
CFGS
254
Concourse Financial Group Securities
Alabama
$702K -$8.18K -69 -1%
CS
255
Comerica Securities
Michigan
$701K +$14.2K +120 +2%
OIA
256
OneDigital Investment Advisors
Kansas
$698K +$31.8K +268 +5%
OW
257
Olistico Wealth
Oklahoma
$698K +$176K +1,487 +32%
CB
258
Commerce Bank
Missouri
$692K – – –
UCFA
259
United Capital Financial Advisors
Texas
$689K -$246K -2,078 -26%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$678K -$92.4K -779 -12%
B
261
Bailard
California
$671K +$190K +1,600 +37%
AF
262
Allworth Financial
California
$669K -$106K -897 -13%
GVAG
263
Great Valley Advisor Group
Delaware
$662K +$117K +987 +21%
FP
264
Fiduciary Planning
Florida
$659K +$48.1K +406 +8%
PP
265
Patten & Patten
Tennessee
$659K +$593 +5 +0.1%
SWP
266
Semus Wealth Partners
Florida
$657K +$12K +101 +2%
PCM
267
Parsons Capital Management
Rhode Island
$651K -$45.4K -383 -6%
RMAM
268
Raab & Moskowitz Asset Management
New Jersey
$650K -$2.13K -18 -0.3%
SC
269
Swan Capital
Florida
$647K +$671K +5,662 New
NFG
270
Nations Financial Group
Iowa
$637K +$711 +6 +0.1%
TP
271
Tranquility Partners
Tennessee
$634K – – –
MWM
272
Modera Wealth Management
New Jersey
$631K -$35.6K -300 -5%
CPRC
273
Consolidated Portfolio Review Corp
New York
$626K +$650K +5,482 New
CFFP
274
Center for Financial Planning
Michigan
$618K – – –
CSC
275
Caldwell Sutter Capital
California
$615K – – –
9 10
11
12 13