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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Clearstead Advisors
Ohio
$567K +$83.6K +516 +16%
SHF
352
Safe Harbor Fiduciary
Florida
$562K +$35.8K +221 +6%
GIA
353
Guyasuta Investment Advisors
Pennsylvania
$561K – – –
GLLW
354
Graves Light Lenhart Wealth
Virginia
$561K – – –
HIC
355
Holderness Investments Company
North Carolina
$558K +$10.2K +63 +2%
SCA
356
Snowden Capital Advisors
New York
$553K -$17.2K -106 -3%
SN
357
Sittner & Nelson
Oregon
$552K – – –
CAS
358
Coppell Advisory Solutions
Texas
$552K +$650K +4,015 New
SIA
359
Soltis Investment Advisors
Utah
$550K -$87.8K -542 -13%
UF
360
Univest Financial
Pennsylvania
$549K – – –
HI
361
Harbour Investments
Wisconsin
$549K +$23.8K +147 +4%
DWP
362
Daymark Wealth Partners
Ohio
$549K +$592K +3,656 New
TWC
363
TD Waterhouse Canada
Ontario, Canada
$545K – – –
AW
364
Avion Wealth
Texas
$543K +$31.3K +193 +6%
ATC
365
Advantage Trust Company
Kansas
$543K – – –
RTC
366
Real Talk Capital
Tennessee
$542K +$14.9K +92 +3%
RCA
367
Resonant Capital Advisors
Wisconsin
$536K – – –
AWM
368
Apollon Wealth Management
South Carolina
$536K +$308K +1,899 +114%
BBHC
369
Brown Brothers Harriman & Co
New York
$532K +$34.7K +214 +6%
DI
370
Disciplined Investments
Oklahoma
$529K +$3.73K +23 +0.7%
PWP
371
Principle Wealth Partners
Connecticut
$527K -$63.7K -393 -10%
VFP
372
Verus Financial Partners
Virginia
$520K +$3.89K +24 +0.7%
BFO
373
Boston Family Office
Massachusetts
$519K -$68K -420 -11%
DC
374
Davenport & Co
Virginia
$515K -$102K -631 -16%
BIG
375
Brookwood Investment Group
Arizona
$515K -$71K -438 -11%
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