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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
301
Forthright Family Wealth Advisory
Texas
$652K -$92.2K -769 -13%
CFFP
302
Center for Financial Planning
Michigan
$646K – – –
BCP
303
Berkeley Capital Partners
Georgia
$639K -$91.2K -761 -14%
RCA
304
Resonant Capital Advisors
Wisconsin
$637K +$17K +142 +3%
CRI
305
Colonial River Investments
Virginia
$635K -$1.16M -9,647 -67%
FPCP
306
Fort Point Capital Partners
California
$634K +$577K +4,817 New
NCM
307
Northside Capital Management
Oregon
$630K – – –
FAIM
308
Financial Advocates Investment Management
Washington
$626K +$12.6K +105 +3%
ST
309
Sentinel Trust
Texas
$613K – – –
BWM
310
Birchcreek Wealth Management
Ohio
$612K -$82.1K -685 -13%
OIA
311
OneDigital Investment Advisors
Kansas
$605K -$116K -969 -17%
IA
312
Insight Advisors
Pennsylvania
$600K -$308K -2,568 -36%
GEA
313
Glen Eagle Advisors
New Jersey
$600K – – –
NIM
314
Northeast Investment Management
Massachusetts
$598K -$45.8K -382 -8%
MCM
315
MontVue Capital Management
Virginia
$590K +$79.6K +664 +17%
PFS
316
Prospera Financial Services
Texas
$589K -$894K -7,458 -63%
FA
317
Fiduciary Alliance
South Carolina
$587K – – –
TCWM
318
Total Clarity Wealth Management
Illinois
$576K -$643K -5,366 -55%
CCFCSB
319
Cape Cod Five Cents Savings Bank
Massachusetts
$569K -$15K -125 -3%
USB
320
Union Savings Bank
Connecticut
$566K – – –
JWCA
321
J.W. Cole Advisors
Florida
$563K +$513K +4,276 New
BW
322
Bison Wealth
Georgia
$563K -$18.8K -157 -4%
CFGSD
323
Compass Financial Group (South Dakota)
South Dakota
$560K -$89.4K -746 -15%
HCC
324
Hirtle Callaghan & Co
Pennsylvania
$558K – – –
WWM
325
Western Wealth Management
Colorado
$556K -$34.5K -288 -6%
11 12
13
14 15