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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
276
Bison Wealth
Georgia
$310K +$80 +1 +0%
IRAG
277
Investment Research & Advisory Group
Georgia
$308K – – –
LHWM
278
Lake Hills Wealth Management
Texas
$306K +$314K +3,943 New
CAG
279
Csenge Advisory Group
Florida
$306K +$315K +3,964 New
RG
280
Retirement Group
California
$305K +$206K +2,594 +194%
FAIM
281
Financial Advocates Investment Management
Washington
$303K +$257K +3,228 New
PGFC
282
Peapack-Gladstone Financial Corp
New Jersey
$299K – – –
BWP
283
BSW Wealth Partners
Colorado
$298K – – –
ACA
284
Aptus Capital Advisors
Alabama
$298K +$3.18K +40 +1%
B
285
Bailard
California
$298K +$64.3K +808 +27%
SSB
286
Sandy Spring Bank
Maryland
$298K +$124K +1,553 +68%
FPCP
287
Fort Point Capital Partners
California
$297K +$28.6K +359 +10%
IWA
288
IVC Wealth Advisors
Pennsylvania
$296K +$1.59K +20 +0.5%
CWM
289
Collaborative Wealth Management
Florida
$292K +$299K +3,765 New
GIA
290
Guyasuta Investment Advisors
Pennsylvania
$290K – – –
OIA
291
OneDigital Investment Advisors
Kansas
$290K +$298K +3,742 New
SN
292
Sittner & Nelson
Oregon
$289K +$63.6K +800 +27%
ASN
293
Advisory Services Network
Georgia
$289K +$296K +3,724 New
BRWM
294
B. Riley Wealth Management
Tennessee
$285K +$292K +3,675 New
RM
295
Resource Management
Louisiana
$282K – – –
BWM
296
Birchcreek Wealth Management
Ohio
$281K -$60.5K -760 -17%
SW
297
SteelPeak Wealth
California
$280K +$287K +3,607 New
CI
298
Ceera Investments
Texas
$276K – – –
IP
299
Intellectus Partners
California
$276K +$2.63K +33 +0.9%
BCM
300
Blume Capital Management
California
$274K -$7.95K -100 -3%
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