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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
301
Insigneo Advisory Services
Florida
$555K
WANY
302
Wealthspire Advisors (New York)
New York
$554K -$24.4K -198 -4%
CSC
303
Caldwell Sutter Capital
California
$542K
PP
304
PDS Planning
Ohio
$538K -$4.06K -33 -0.8%
SCA
305
Snowden Capital Advisors
New York
$536K -$63.4K -515 -11%
SC
306
Scotia Capital
Ontario, Canada
$533K
BWM
307
Birchcreek Wealth Management
Ohio
$531K -$111K -901 -18%
GS
308
GWN Securities
Florida
$530K -$372K -3,018 -42%
RTC
309
Real Talk Capital
Tennessee
$528K -$7.51K -61 -1%
BIG
310
Brookwood Investment Group
Arizona
$527K +$230K +1,869 +80%
TFA
311
Trinity Financial Advisors
Ohio
$521K +$1.85K +15 +0.4%
UCFA
312
United Capital Financial Advisors
Texas
$518K +$2.95K +24 +0.6%
NAM
313
NorthCrest Asset Manangement
Minnesota
$516K -$16.4K -133 -3%
SOS
314
Silver Oak Securities
Tennessee
$515K +$21.1K +171 +4%
UF
315
Univest Financial
Pennsylvania
$515K +$27.5K +223 +6%
CCFCSB
316
Cape Cod Five Cents Savings Bank
Massachusetts
$514K
IRAG
317
Investment Research & Advisory Group
Georgia
$507K +$3.94K +32 +0.8%
AQR Capital Management
318
AQR Capital Management
Connecticut
$503K +$94.8K +770 +24%
W
319
WPWealth
Texas
$497K
HWA
320
Heartwood Wealth Advisors
Virginia
$491K
PP
321
Patten & Patten
Tennessee
$483K -$92.8K -754 -16%
IWN
322
Independent Wealth Network
Iowa
$482K +$84.6K +687 +22%
WPC
323
Wedmont Private Capital
Pennsylvania
$479K +$246 +2 +0.1%
WWM
324
Western Wealth Management
Colorado
$471K -$7.75K -63 -2%
GIA
325
Guyasuta Investment Advisors
Pennsylvania
$471K