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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
351
Kingswood Wealth Advisors
California
$573K -$10.4K -64 -2%
HWA
352
Heartwood Wealth Advisors
Virginia
$572K -$14.6K -90 -2%
CA
353
Clearstead Advisors
Ohio
$567K +$83.6K +516 +16%
SHF
354
Safe Harbor Fiduciary
Florida
$562K +$35.8K +221 +6%
GIA
355
Guyasuta Investment Advisors
Pennsylvania
$561K – – –
GLLW
356
Graves Light Lenhart Wealth
Virginia
$561K – – –
HIC
357
Holderness Investments Company
North Carolina
$558K +$10.2K +63 +2%
SCA
358
Snowden Capital Advisors
New York
$553K -$17.2K -106 -3%
SN
359
Sittner & Nelson
Oregon
$552K – – –
CAS
360
Coppell Advisory Solutions
Texas
$552K +$650K +4,015 New
SIA
361
Soltis Investment Advisors
Utah
$550K -$87.8K -542 -13%
UF
362
Univest Financial
Pennsylvania
$549K – – –
HI
363
Harbour Investments
Wisconsin
$549K +$23.8K +147 +4%
DWP
364
Daymark Wealth Partners
Ohio
$549K +$592K +3,656 New
TWC
365
TD Waterhouse Canada
Ontario, Canada
$545K – – –
AW
366
Avion Wealth
Texas
$543K +$31.3K +193 +6%
ATC
367
Advantage Trust Company
Kansas
$543K – – –
RTC
368
Real Talk Capital
Tennessee
$542K +$14.9K +92 +3%
RCA
369
Resonant Capital Advisors
Wisconsin
$536K – – –
AWM
370
Apollon Wealth Management
South Carolina
$536K +$308K +1,899 +114%
BBHC
371
Brown Brothers Harriman & Co
New York
$532K +$34.7K +214 +6%
DI
372
Disciplined Investments
Oklahoma
$529K +$3.73K +23 +0.7%
PWP
373
Principle Wealth Partners
Connecticut
$527K -$63.7K -393 -10%
VFP
374
Verus Financial Partners
Virginia
$520K +$3.89K +24 +0.7%
BFO
375
Boston Family Office
Massachusetts
$519K -$68K -420 -11%
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