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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
376
Equitable Holdings
New York
$419K +$139K +1,159 +57%
HNB
377
Huntington National Bank
Ohio
$417K – – –
AFP
378
Ausdal Financial Partners
Iowa
$415K -$117K -978 -24%
IWN
379
Independent Wealth Network
Iowa
$414K +$1.32K +11 +0.4%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$404K – – –
HI
381
Harbour Investments
Wisconsin
$399K +$3.24K +27 +0.9%
CAC
382
Certified Advisory Corp
Florida
$393K – – –
LIM
383
Leavell Investment Management
Alabama
$392K – – –
TSWM
384
Tyler-Stone Wealth Management
Ohio
$391K +$2.16K +18 +0.6%
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$388K -$9.59M -79,960 -96%
TF
386
Trek Financial
Arizona
$385K +$350K +2,921 New
GC
387
Garde Capital
Washington
$379K – – –
OCPWS
388
One Charles Private Wealth Services
Massachusetts
$375K +$118K +988 +53%
PIA
389
Panoramic Investment Advisors
Colorado
$374K +$2.52K +21 +0.7%
DI
390
Disciplined Investments
Oklahoma
$373K +$3.24K +27 +1%
CWM
391
Collaborative Wealth Management
Florida
$372K -$41K -342 -11%
BWP
392
BSW Wealth Partners
Colorado
$367K – – –
SW
393
SteelPeak Wealth
California
$361K -$88K -734 -21%
CL
394
Choreo LLC
Illinois
$361K +$15.3K +128 +5%
PWP
395
Precedent Wealth Partners
Texas
$361K -$7.79K -65 -2%
IAIM
396
International Assets Investment Management
Florida
$360K -$120 -1 -0%
TPI
397
Trust Point Inc
Wisconsin
$360K – – –
CWM
398
Chemistry Wealth Management
New York
$355K – – –
RWM
399
RBA Wealth Management
California
$355K +$4.2K +35 +1%
WF
400
Welch & Forbes
Massachusetts
$353K -$41.8K -349 -12%
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