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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Community Bank
New York
$5K
JFA
302
JNBA Financial Advisors
Minnesota
$5K
PG
303
Patten Group
Tennessee
$5K
PWM
304
Perigon Wealth Management
California
$5K +$3.01K +32 +139%
ME
305
McIlrath & Eck
Washington
$5K +$5.17K +55 New
SIS
306
Sound Income Strategies
Florida
$5K +$5.17K +55 New
PCG
307
Private Capital Group
Connecticut
$5K +$94K +1,000 New
AIP
308
Ameritas Investment Partners
Nebraska
$4K
AWM
309
Avior Wealth Management
Nebraska
$3K
SP
310
SWS Partners
Ohio
$3K +$2.73K +29 New
CAC
311
Certified Advisory Corp
Florida
$3K +$3.48K +37 New
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$2K
MRCM
313
M&R Capital Management
New Jersey
$2K
RWG
314
Regal Wealth Group
California
$2K +$1.88K +20 New
KJWM
315
Kiley Juergens Wealth Management
Washington
$2K +$2.26K +24 New
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$1K
PS
317
Portfolio Strategies
New York
$1K +$1.13K +12 New
CI
318
Conning Inc
Connecticut
-$5.5M -58,800 Closed
AA
319
Advisory Alpha
Michigan
-$4.17M -43,408 Closed
ADL
320
Asset Dedication LLC
California
-$3.46M -36,984 Closed
CS
321
Credit Suisse
Switzerland
-$3.21M -34,312 Closed
BPM
322
Bowling Portfolio Management
Ohio
-$3M -32,077 Closed
GE
323
General Electric
Ohio
-$2.68M -28,668 Closed
ICOA
324
Investment Centers of America
North Dakota
-$1.17M -12,499 Closed
AWA
325
ARS Wealth Advisors
Florida
-$592K -6,330 Closed