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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
326
Robertson Stephens Wealth Management
California
$523K +$108K +858 +26%
NAM
327
NorthCrest Asset Manangement
Minnesota
$521K -$15.2K -121 -3%
SC
328
Scotia Capital
Ontario, Canada
$516K -$16.3K -130 -3%
BIG
329
Brookwood Investment Group
Arizona
$516K -$11.9K -95 -2%
CCFCSB
330
Cape Cod Five Cents Savings Bank
Massachusetts
$514K
IRAG
331
Investment Research & Advisory Group
Georgia
$511K +$4.14K +33 +0.8%
EI
332
EFG International
$510K +$509K +4,054 New
SFA
333
Sequoia Financial Advisors
Ohio
$508K -$65.8K -524 -11%
W
334
WPWealth
Texas
$497K
HWA
335
Heartwood Wealth Advisors
Virginia
$491K
SCA
336
Snowden Capital Advisors
New York
$490K -$45.8K -365 -9%
KWA
337
Kingswood Wealth Advisors
California
$489K +$248K +1,977 +104%
BFO
338
Boston Family Office
Massachusetts
$488K +$32.9K +262 +7%
WPC
339
Wedmont Private Capital
Pennsylvania
$484K +$2.51K +20 +0.5%
GWM
340
Global Wealth Management
New Jersey
$480K -$285K -2,267 -37%
RTC
341
Real Talk Capital
Tennessee
$479K -$49.1K -391 -9%
IWN
342
Independent Wealth Network
Iowa
$478K -$4.65K -37 -1%
VFP
343
Verus Financial Partners
Virginia
$475K +$3.52K +28 +0.8%
GIA
344
Guyasuta Investment Advisors
Pennsylvania
$471K
GLLW
345
Graves Light Lenhart Wealth
Virginia
$470K
MMPW
346
Mitchell McLeod Pugh & Williams
Alabama
$465K
SHF
347
Safe Harbor Fiduciary
Florida
$462K +$461K +3,671 New
ATC
348
Advantage Trust Company
Kansas
$455K
HIC
349
Holderness Investments Company
North Carolina
$453K -$6.28K -50 -1%
UBS AM
350
UBS AM
Illinois
$452K +$451K +3,587 New