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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
351
Robertson Stephens Wealth Management
California
$415K -$3.69K -30 -0.9%
CA
352
Clearstead Advisors
Ohio
$411K +$44.7K +363 +13%
BCM
353
Blume Capital Management
California
$410K – – –
BCA
354
Bay Colony Advisors
Massachusetts
$409K +$27.5K +223 +7%
ITIM
355
Indiana Trust & Investment Management
Indiana
$403K – – –
BAM
356
BOS Asset Management
Illinois
$395K – – –
CAS
357
Coppell Advisory Solutions
Texas
$392K +$172K +1,395 +83%
SFO
358
Stokes Family Office
Louisiana
$391K +$383K +3,110 New
CA
359
Cambridge Advisors
Nebraska
$387K – – –
SAM
360
Smith Asset Management
Florida
$386K +$5.42K +44 +1%
MMPW
361
Mitchell McLeod Pugh & Williams
Alabama
$384K +$19.7K +160 +5%
CG
362
Caprock Group
Idaho
$380K +$369K +2,994 New
APWM
363
Argonautica Private Wealth Management
Massachusetts
$380K +$371K +3,016 New
OCPWS
364
One Charles Private Wealth Services
Massachusetts
$375K +$18.6K +151 +5%
FFS
365
Fischer Financial Services
Pennsylvania
$375K -$99.1K -805 -21%
CSS
366
Cubist Systematic Strategies
Connecticut
$373K +$365K +2,967 New
PWA
367
Provenance Wealth Advisors
Florida
$370K – – –
JSSH
368
J. Safra Sarasin Holding
$365K – – –
SW
369
SteelPeak Wealth
California
$364K +$8K +65 +2%
GC
370
Garde Capital
Washington
$363K – – –
PIA
371
Panoramic Investment Advisors
Colorado
$361K +$2.22K +18 +0.6%
HI
372
Harbour Investments
Wisconsin
$361K +$33.5K +272 +10%
DI
373
Disciplined Investors
Texas
$360K +$73K +593 +26%
RPGK
374
Retirement Planning Group (Kansas)
Kansas
$359K +$47.3K +384 +16%
SHFA
375
SC&H Financial Advisors
Maryland
$359K +$615 +5 +0.2%
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15
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