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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
401
Pathstone Family Office
New Jersey
$229K -$148K -1,248 -38%
NFC
402
Northeast Financial Consultants
Connecticut
$229K – – –
FCA
403
FLC Capital Advisors
California
$228K – – –
BAM
404
Berkshire Asset Management
Pennsylvania
$228K +$237K +2,000 New
EH
405
Equitable Holdings
New York
$228K +$237K +1,999 New
WCFA
406
Walkner Condon Financial Advisors
Wisconsin
$227K -$23.7K -200 -9%
WAM
407
WFA Asset Management
Wisconsin
$226K +$2.02K +17 +0.9%
CFS
408
CRA Financial Services
New Jersey
$225K – – –
FHC
409
First Heartland Consultants
Missouri
$224K -$30.4K -256 -12%
HWM
410
Howard Wealth Management
Connecticut
$223K +$232K +1,956 New
SF
411
Summit Financial
New Jersey
$223K +$3.79K +32 +2%
STA
412
Summit Trail Advisors
New York
$221K +$237 +2 +0.1%
JAG
413
Journey Advisory Group
Kentucky
$221K – – –
PA
414
Pinnacle Associates
New York
$220K -$49.6K -418 -18%
CFO
415
Collective Family Office
Pennsylvania
$219K -$356K -3,000 -61%
PWMAG
416
Pinnacle Wealth Management Advisory Group
New Jersey
$215K -$49.6K -418 -18%
FFM
417
Forum Financial Management
Illinois
$215K -$474 -4 -0.2%
TC
418
TownSquare Capital
Utah
$214K -$9.6K -81 -4%
IP
419
Intellectus Partners
California
$210K -$10.7K -90 -5%
ACI
420
Alpha Cubed Investments
California
$210K – – –
CWMU
421
Caliber Wealth Management (Utah)
Utah
$209K -$1.99M -16,807 -90%
BCM
422
Boltwood Capital Management
California
$208K +$14.8K +125 +7%
BFAG
423
Blackston Financial Advisory Group
Florida
$208K +$216K +1,823 New
PAMG
424
Patton Albertson Miller Group
Tennessee
$206K -$5.33K -45 -2%
LB
425
Leo Brokerage
Texas
$205K +$213K +1,797 New
15 16
17
18 19