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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
376
SC&H Financial Advisors
Maryland
$348K -$163K -1,302 -31%
BWP
377
BSW Wealth Partners
Colorado
$342K
PIA
378
Panoramic Investment Advisors
Colorado
$340K +$347K +2,777 New
YWM
379
Yoder Wealth Management
California
$337K
CWM
380
Collaborative Wealth Management
Florida
$336K -$9.76K -78 -3%
TPI
381
Trust Point Inc
Wisconsin
$334K
IA
382
IFP Advisors
Florida
$333K -$22K -176 -6%
KA
383
Kovack Advisors
Florida
$331K +$76.2K +609 +29%
Renaissance Technologies
384
Renaissance Technologies
New York
$331K +$338K +2,700 New
CWM
385
Chemistry Wealth Management
New York
$331K
OCPWS
386
One Charles Private Wealth Services
Massachusetts
$330K -$23.1K -185 -6%
IWC
387
Integrated Wealth Concepts
Massachusetts
$320K -$18.8K -150 -5%
TSS
388
Two Sigma Securities
New York
$317K +$324K +2,591 New
WFA
389
WMG Financial Advisors
Tennessee
$316K
ECG
390
Edge Capital Group
Georgia
$315K
RWM
391
RBA Wealth Management
California
$314K +$15.1K +121 +5%
AWA
392
Arete Wealth Advisors
Illinois
$311K -$11.3K -90 -3%
HWA
393
HHM Wealth Advisors
Tennessee
$310K
M
394
MYeCFO
California
$308K +$1.25K +10 +0.4%
CA
395
Clearstead Advisors
Ohio
$307K +$500 +4 +0.2%
GWA
396
Gibson Wealth Advisors
Texas
$306K
TPCW
397
TD Private Client Wealth
New York
$305K -$67.4K -539 -18%
PG
398
Prostatis Group
Maryland
$304K +$48.4K +387 +18%
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$304K -$20K -160 -6%
ST
400
Sentinel Trust
Texas
$300K -$155K -1,243 -34%