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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
301
Kohmann Bosshard Financial Services
Ohio
$906K – – –
LOWM
302
Laurel Oak Wealth Management
New Jersey
$905K -$21.5K -142 -3%
EAM
303
Evanson Asset Management
California
$903K -$1.3M -8,600 -62%
VIA
304
Vickerman Investment Advisors
Washington
$892K -$80.6K -533 -9%
MCM
305
MontVue Capital Management
Virginia
$892K -$9.38K -62 -1%
FT
306
Fiduciary Trust
Massachusetts
$892K -$58.2K -385 -7%
AWM
307
Axxcess Wealth Management
California
$883K -$55.4K -366 -7%
JAWA
308
John A. Wolfe & Associates
Michigan
$879K +$16.6K +110 +2%
PP
309
PDS Planning
Ohio
$878K +$121K +799 +19%
CCA
310
Cora Capital Advisors
New Jersey
$874K -$37.7K -249 -5%
KF
311
Krilogy Financial
Missouri
$872K -$118K -777 -13%
DC
312
Dahring Cusmano
Michigan
$872K +$763K +5,041 New
AUB
313
Atlantic Union Bankshares
Virginia
$870K -$156K -1,029 -17%
TCP
314
TMB Capital Partners
Arkansas
$867K +$4.24K +28 +0.6%
A
315
Argentarii
Ohio
$863K – – –
TPCW
316
TD Private Client Wealth
New York
$855K +$83.2K +550 +13%
IWM
317
IHT Wealth Management
Illinois
$848K +$5.14K +34 +0.7%
CIC
318
Carnegie Investment Counsel
Ohio
$847K +$64.4K +426 +10%
FA
319
Fiduciary Alliance
South Carolina
$844K -$46.3K -306 -5%
UCFA
320
United Capital Financial Advisors
Texas
$823K +$2.42K +16 +0.3%
B
321
Bailard
California
$815K -$410K -2,708 -37%
KA
322
Klingman & Associates
New York
$815K – – –
LJAC
323
L.J. Altfest & Co
New York
$808K -$293K -1,938 -29%
JC
324
JM2 Capital
Oklahoma
$805K – – –
SC
325
Scotia Capital
Ontario, Canada
$796K +$75.6K +500 +12%
11 12
13
14 15