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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
301
Robertson Stephens Wealth Management
California
$571K +$13.5K +108 +2%
CRI
302
Colonial River Investments
Virginia
$570K +$7.13K +57 +1%
WANY
303
Wealthspire Advisors (New York)
New York
$570K +$125 +1 +0%
AWM
304
Axxcess Wealth Management
California
$567K +$4.88K +39 +0.8%
IWA
305
IVC Wealth Advisors
Pennsylvania
$565K +$50K +400 +10%
BCA
306
Bray Capital Advisors
Florida
$563K -$243K -1,945 -30%
WWM
307
Western Wealth Management
Colorado
$547K -$375 -3 -0.1%
VIM
308
Vista Investment Management
Pennsylvania
$545K +$52K +416 +10%
GVAG
309
Great Valley Advisor Group
Delaware
$545K +$55.8K +446 +11%
FA
310
Fiduciary Alliance
South Carolina
$545K +$2K +16 +0.4%
BWM
311
Birchcreek Wealth Management
Ohio
$529K -$10.1K -81 -2%
PP
312
PDS Planning
Ohio
$529K +$2.88K +23 +0.5%
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$519K – – –
USB
314
Union Savings Bank
Connecticut
$518K -$8.38K -67 -2%
LIM
315
Leavell Investment Management
Alabama
$518K +$14.4K +115 +3%
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$514K – – –
EH
317
Equitable Holdings
New York
$509K +$111K +884 +27%
NAM
318
NorthCrest Asset Manangement
Minnesota
$506K +$750 +6 +0.1%
WPC
319
Wedmont Private Capital
Pennsylvania
$506K +$149K +1,189 +44%
SGCA
320
Steel Grove Capital Advisors
Tennessee
$498K – – –
GLLW
321
Graves Light Lenhart Wealth
Virginia
$493K – – –
SWA
322
Stratos Wealth Advisors
Ohio
$492K +$375 +3 +0.1%
CFGSD
323
Compass Financial Group (South Dakota)
South Dakota
$486K -$5.13K -41 -1%
IRAG
324
Investment Research & Advisory Group
Georgia
$486K – – –
ACM
325
Avalon Capital Management
California
$485K -$12.5K -100 -2%
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13
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