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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Versant Capital Management
Arizona
$597K +$2.04K +17 +0.3%
CPRC
302
Consolidated Portfolio Review Corp
New York
$594K -$60.2K -502 -9%
UCFA
303
United Capital Financial Advisors
Texas
$592K -$72K -601 -11%
CWS
304
Cypress Wealth Services
California
$589K +$7.07K +59 +1%
CFGSD
305
Compass Financial Group (South Dakota)
South Dakota
$586K -$53.7K -448 -8%
CIP
306
Capital Insight Partners
Arizona
$581K – – –
SWP
307
Semus Wealth Partners
Florida
$580K -$103K -860 -15%
OW
308
Olistico Wealth
Oklahoma
$578K -$142K -1,188 -19%
NIM
309
Northeast Investment Management
Massachusetts
$577K +$77K +642 +15%
CFFP
310
Center for Financial Planning
Michigan
$575K -$59.9K -500 -9%
NCM
311
Northside Capital Management
Oregon
$561K – – –
GP
312
Girard Partners
Pennsylvania
$559K +$82.4K +687 +17%
MECA
313
Miller Equity Capital Advisors
Texas
$555K – – –
BDF
314
Black Diamond Financial
Maryland
$554K – – –
RCA
315
Resonant Capital Advisors
Wisconsin
$551K +$241K +2,007 +75%
ST
316
Sentinel Trust
Texas
$546K -$41.4K -345 -7%
RSWM
317
Robertson Stephens Wealth Management
California
$540K +$3.72K +31 +0.7%
GEA
318
Glen Eagle Advisors
New Jersey
$535K +$21.5K +179 +4%
WWM
319
Western Wealth Management
Colorado
$529K +$44.7K +373 +9%
NAS
320
NWF Advisory Services
California
$523K -$33.1K -276 -6%
CCFCSB
321
Cape Cod Five Cents Savings Bank
Massachusetts
$521K -$201K -1,674 -27%
FA
322
Fiduciary Alliance
South Carolina
$520K -$104K -867 -16%
BW
323
Bison Wealth
Georgia
$519K +$240 +2 +0%
LFAS
324
Level Four Advisory Services
Texas
$517K +$15.5K +129 +3%
IWA
325
IVC Wealth Advisors
Pennsylvania
$514K +$81.5K +680 +18%
11 12
13
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