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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHT Wealth Management
326
IHT Wealth Management
Illinois
$420K -$1.53M -13,623 -79%
IWA
327
IVC Wealth Advisors
Pennsylvania
$418K – – –
CB
328
Cadence Bank
Mississippi
$418K – – –
FAIM
329
Financial Advocates Investment Management
Washington
$411K +$72.1K +640 +21%
Sequoia Financial Advisors
330
Sequoia Financial Advisors
Ohio
$409K -$6.19K -55 -1%
Harbour Investments
331
Harbour Investments
Wisconsin
$397K +$4.05K +36 +1%
LIM
332
Leavell Investment Management
Alabama
$392K -$19.7K -175 -5%
Y-Intercept (HK)
333
Y-Intercept (HK)
Hong Kong
$384K +$383K +3,401 New
GC
334
Garde Capital
Washington
$382K – – –
WhitTier Trust Company
335
WhitTier Trust Company
Nevada
$382K – – –
VFP
336
Verus Financial Partners
Virginia
$381K +$146K +1,295 +69%
CWM
337
Collaborative Wealth Management
Florida
$375K -$20.7K -184 -5%
NRI
338
NFP Retirement Inc
California
$373K +$3.38K +30 +0.9%
SteelPeak Wealth
339
SteelPeak Wealth
California
$373K -$1.8K -16 -0.5%
MCM
340
Manchester Capital Management
Vermont
$373K +$113 +1 +0%
CCG
341
Chatham Capital Group
Georgia
$373K – – –
Prime Capital Investment Advisors
342
Prime Capital Investment Advisors
Kansas
$371K +$370K +3,282 New
Bailard
343
Bailard
California
$368K -$294K -2,609 -44%
BCM
344
Blume Capital Management
California
$365K +$5.63K +50 +2%
D
345
Dentgroup
Louisiana
$364K +$36.8K +327 +11%
Integrated Wealth Concepts
346
Integrated Wealth Concepts
Massachusetts
$362K -$398K -3,534 -52%
Huntington National Bank
347
Huntington National Bank
Ohio
$350K – – –
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$348K -$818K -7,262 -70%
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$346K – – –
Welch & Forbes
350
Welch & Forbes
Massachusetts
$342K – – –