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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHT Wealth Management
301
IHT Wealth Management
Illinois
$613K +$754 +6 +0.1%
TIAA Trust, National Association
302
TIAA Trust, National Association
North Carolina
$598K -$19K -151 -3%
United Capital Financial Advisors
303
United Capital Financial Advisors
Texas
$597K +$78.3K +623 +15%
AIFAIM
304
American Institute for Advanced Investment Management
Arizona
$595K -$134K -1,064 -18%
WWM
305
Walser Wealth Management
Florida
$593K +$591K +4,707 New
Klingman & Associates
306
Klingman & Associates
New York
$593K – – –
JC
307
JM2 Capital
Oklahoma
$586K +$584K +4,650 New
Renaissance Technologies
308
Renaissance Technologies
New York
$579K -$3.15M -25,100 -85%
Davenport & Co
309
Davenport & Co
Virginia
$575K -$42.5K -338 -7%
IA
310
Integrity Alliance
Iowa
$575K +$573K +4,564 New
Avantax Planning Partners
311
Avantax Planning Partners
Iowa
$573K -$423K -3,371 -43%
Carnegie Investment Counsel
312
Carnegie Investment Counsel
Ohio
$563K +$561K +4,470 New
BWM
313
Birchcreek Wealth Management
Ohio
$560K +$29K +231 +5%
Summit Financial
314
Summit Financial
New Jersey
$554K -$5.65K -45 -1%
Western Wealth Management
315
Western Wealth Management
Colorado
$554K +$82.1K +654 +17%
TD Private Client Wealth
316
TD Private Client Wealth
New York
$553K -$6.28K -50 -1%
SN
317
Sittner & Nelson
Oregon
$552K -$6.28K -50 -1%
GS
318
GWN Securities
Florida
$549K +$20K +159 +4%
IAS
319
Insigneo Advisory Services
Florida
$545K -$10K -80 -2%
HFS
320
Hoge Financial Services
Pennsylvania
$543K -$130K -1,034 -19%
PP
321
PDS Planning
Ohio
$539K +$377 +3 +0.1%
IWA
322
IVC Wealth Advisors
Pennsylvania
$534K -$40.2K -320 -7%
USB
323
Union Savings Bank
Connecticut
$533K +$531K +4,229 New
SOS
324
Silver Oak Securities
Tennessee
$527K +$8.67K +69 +2%
CSC
325
Caldwell Sutter Capital
California
$526K -$16.8K -134 -3%