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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$589K -$2.56K -22 -0.4%
Financial Engines Advisors
302
Financial Engines Advisors
California
$581K +$260K +2,230 +84%
TPCW
303
TD Private Client Wealth
New York
$580K +$10.7K +92 +2%
Betterment LLC
304
Betterment LLC
New York
$572K -$10.7K -92 -2%
SCA
305
Snowden Capital Advisors
New York
$569K +$11.9K +102 +2%
DC
306
Davenport & Co
Virginia
$565K -$150K -1,293 -21%
KBFS
307
Kohmann Bosshard Financial Services
Ohio
$551K
WANY
308
Wealthspire Advisors (New York)
New York
$548K
PP
309
Patten & Patten
Tennessee
$547K -$2.1K -18 -0.4%
SF
310
Summit Financial
New Jersey
$526K +$39.7K +341 +8%
IAS
311
Insigneo Advisory Services
Florida
$525K +$513K +4,410 New
NRI
312
NFP Retirement Inc
California
$520K -$27.7K -238 -5%
USB
313
Union Savings Bank
Connecticut
$518K
NAM
314
NorthCrest Asset Manangement
Minnesota
$515K -$22.7K -195 -4%
CCFCSB
315
Cape Cod Five Cents Savings Bank
Massachusetts
$514K
CSC
316
Caldwell Sutter Capital
California
$513K -$36.1K -310 -7%
PP
317
PDS Planning
Ohio
$513K +$1.16K +10 +0.2%
RTC
318
Real Talk Capital
Tennessee
$507K +$64.6K +555 +15%
SC
319
Scotia Capital
Ontario, Canada
$504K -$26.4K -227 -5%
GBT
320
Grove Bank & Trust
Florida
$501K -$1.63M -13,999 -77%
TFA
321
Trinity Financial Advisors
Ohio
$492K +$1.75K +15 +0.4%
UCFA
322
United Capital Financial Advisors
Texas
$488K -$20.5K -176 -4%
IRAG
323
Investment Research & Advisory Group
Georgia
$476K +$3.49K +30 +0.8%
SFA
324
Sequoia Financial Advisors
Ohio
$472K +$56K +481 +14%
W
325
WPWealth
Texas
$470K