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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
PDS Planning
Ohio
$440K +$193 +2 +0%
FIA
302
Foundations Investment Advisors
Arizona
$439K -$3.64M -37,860 -91%
SWA
303
Stratos Wealth Advisors
Ohio
$438K -$44.7K -464 -10%
Cerity Partners
304
Cerity Partners
New York
$435K +$259K +2,686 +195%
BW
305
Bison Wealth
Georgia
$428K +$96 +1 +0%
B
306
Bailard
California
$427K +$13.6K +141 +4%
IRAG
307
Investment Research & Advisory Group
Georgia
$424K
DAS
308
Dynamic Advisor Solutions
Arizona
$416K +$374K +3,888 New
NRI
309
NFP Retirement Inc
California
$415K +$113K +1,171 +43%
SSB
310
Sandy Spring Bank
Maryland
$413K +$2.5K +26 +0.7%
BWP
311
BSW Wealth Partners
Colorado
$412K
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$412K
DI
313
Disciplined Investments
Oklahoma
$409K -$78.6K -817 -18%
IWA
314
IVC Wealth Advisors
Pennsylvania
$408K
CAG
315
Csenge Advisory Group
Florida
$407K -$15.2K -158 -4%
LFAS
316
Level Four Advisory Services
Texas
$404K -$25.7K -267 -7%
SWM
317
Segment Wealth Management
Texas
$401K +$65.5K +680 +22%
GIA
318
Guyasuta Investment Advisors
Pennsylvania
$400K
SN
319
Sittner & Nelson
Oregon
$399K
LIM
320
Leavell Investment Management
Alabama
$396K +$72.2K +750 +25%
IWN
321
Independent Wealth Network
Iowa
$394K +$355K +3,684 New
SW
322
SteelPeak Wealth
California
$392K +$5.49K +57 +2%
AIM
323
Anchor Investment Management
South Carolina
$392K +$338K +3,512 +2,405%
AWA
324
Arete Wealth Advisors
Illinois
$387K -$144K -1,500 -29%
CI
325
Ceera Investments
Texas
$384K +$3.27K +34 +1%