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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
C
426
CEDRUS
Colorado
$254K -$1.58K -13 -0.6%
GA
427
GFS Advisors
Texas
$249K – – –
REMPR
428
Roof Eidam Maycock Peralta (REMP)
California
$249K -$152K -1,250 -38%
GPFA
429
Game Plan Financial Advisors
Ohio
$249K -$67K -550 -21%
OCG
430
Opus Capital Group
Ohio
$246K +$1.46K +12 +0.6%
NFC
431
Northeast Financial Consultants
Connecticut
$243K – – –
FCA
432
FLC Capital Advisors
California
$243K – – –
CFS
433
CRA Financial Services
New Jersey
$239K +$239K +1,967 New
WAM
434
WFA Asset Management
Wisconsin
$238K -$103K -842 -30%
TC
435
TownSquare Capital
Utah
$237K +$238K +1,956 New
BWM
436
BNC Wealth Management
Oregon
$236K +$237K +1,947 New
STA
437
Summit Trail Advisors
New York
$234K +$235K +1,933 New
JAG
438
Journey Advisory Group
Kentucky
$234K +$235K +1,933 New
IP
439
Intellectus Partners
California
$234K -$60.7K -499 -21%
SF
440
Summit Financial
New Jersey
$233K +$233K +1,917 New
RWA
441
Roberts Wealth Advisors
California
$232K -$6.09K -50 -2%
CT
442
Coastline Trust
Rhode Island
$231K -$44.4K -365 -16%
VCM
443
Vivaldi Capital Management
Illinois
$230K +$233K +1,912 New
DAS
444
Dynamic Advisor Solutions
Arizona
$230K +$231K +1,897 New
ICG
445
InterOcean Capital Group
Tennessee
$229K -$15.9K -131 -6%
FFM
446
Forum Financial Management
Illinois
$228K -$15.6K -128 -6%
PAMG
447
Patton Albertson Miller Group
Tennessee
$224K +$225K +1,849 New
ACI
448
Alpha Cubed Investments
California
$223K +$223K +1,835 New
GRP
449
Global Retirement Partners
California
$221K +$105K +865 +90%
FIA
450
Foundations Investment Advisors
Arizona
$219K +$220K +1,809 New
16 17
18
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