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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$272K +$16.9K +212 +6%
ICG
302
InterOcean Capital Group
Tennessee
$270K +$25.5K +320 +10%
HCWM
303
Harrison & Co Wealth Management
Virginia
$270K +$276K +3,473 New
HNB
304
Huntington National Bank
Ohio
$266K -$267K -3,359 Closed
CCG
305
Chatham Capital Group
Georgia
$264K
KC
306
Kinloch Capital
Virginia
$264K +$271K +3,402 New
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K -$14.7K -185 -5%
SPIA
308
Steward Partners Investment Advisory
New York
$258K +$1.91K +24 +0.7%
HI
309
Harbour Investments
Wisconsin
$257K -$563K -7,073 -68%
AIFAIM
310
American Institute for Advanced Investment Management
Arizona
$257K +$264K +3,316 New
MCM
311
Manchester Capital Management
Vermont
$256K
RWA
312
Roberts Wealth Advisors
California
$253K -$11.9K -150 -5%
SWM
313
Segment Wealth Management
Texas
$238K
BSW
314
Buckingham Strategic Wealth
Missouri
$238K +$5.49K +69 +2%
JCM
315
Jacobi Capital Management
Pennsylvania
$237K -$32.9K -414 -12%
NAM
316
NorthCrest Asset Manangement
Minnesota
$235K +$241K +3,034 New
Northern Trust
317
Northern Trust
Illinois
$233K
LIM
318
Leavell Investment Management
Alabama
$229K -$63.6K -800 -21%
GPFA
319
Game Plan Financial Advisors
Ohio
$229K +$4.77K +60 +2%
MMPW
320
Mitchell McLeod Pugh & Williams
Alabama
$228K +$234K +2,944 New
AWM
321
Apollon Wealth Management
South Carolina
$228K +$235K +2,960 New
MAM
322
Marotta Asset Management
Virginia
$228K -$44.9K -565 -16%
PWM
323
PRW Wealth Management
Massachusetts
$226K +$231K +2,908 New
RWM
324
RBA Wealth Management
California
$225K +$230K +2,895 New
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$223K