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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
251
M Financial Asset Management
Oregon
$915K -$154K -1,206 -14%
MWM
252
Mission Wealth Management
California
$901K -$15.3K -120 -2%
HFS
253
Hoge Financial Services
Pennsylvania
$899K -$122K -961 -11%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$885K +$724K +5,685 +399%
TSWM
255
Tyler-Stone Wealth Management
Ohio
$880K +$55.9K +439 +6%
FA
256
Fiduciary Alliance
South Carolina
$879K +$356K +2,799 +63%
PFM
257
Phillips Financial Management
Indiana
$878K -$20.6K -162 -2%
FB
258
First Bancorp
Maine
$874K -$26.1K -205 -3%
VIA
259
Vickerman Investment Advisors
Washington
$863K -$6.37K -50 -0.7%
CCA
260
Checchi Capital Advisers
California
$863K
BCM
261
Brookstone Capital Management
Illinois
$856K +$68.5K +538 +8%
FP
262
Financial Perspectives
Minnesota
$844K +$4.08K +32 +0.5%
AF
263
Allworth Financial
California
$838K +$209K +1,645 +34%
NFG
264
Nations Financial Group
Iowa
$837K +$15.8K +124 +2%
SEIA
265
Signature Estate & Investment Advisors
California
$835K +$45.1K +354 +5%
Northern Trust
266
Northern Trust
Illinois
$830K +$95.6K +751 +12%
AFO
267
Arrowroot Family Office
California
$826K +$422K +3,318 +95%
BFAG
268
Blackston Financial Advisory Group
Florida
$822K +$32.3K +254 +4%
Fisher Asset Management
269
Fisher Asset Management
Washington
$816K -$124K -970 -13%
CWM
270
Cornerstone Wealth Management
Missouri
$815K +$53.5K +420 +7%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$806K -$19.1K -150 -2%
DC
272
Davenport & Co
Virginia
$806K -$11.5K -90 -1%
IFWM
273
Institute for Wealth Management
Colorado
$805K -$43.3K -340 -5%
RCA
274
Resonant Capital Advisors
Wisconsin
$804K +$250K +1,965 +42%
AWM
275
Atticus Wealth Management
Florida
$798K -$91.2K -716 -10%