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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
426
Alpha Cubed Investments
California
$207K – – –
KA
427
Kovack Advisors
Florida
$207K -$197K -1,754 -49%
BWL
428
Bogart Wealth LLC
Virginia
$204K +$9.01K +80 +5%
KWA
429
Kingswood Wealth Advisors
California
$204K +$203K +1,803 New
BCM
430
Boltwood Capital Management
California
$203K -$2.7K -24 -1%
TPCW
431
TD Private Client Wealth
New York
$197K +$17.5K +155 +10%
GRP
432
Global Retirement Partners
California
$192K -$4.28K -38 -2%
GWANC
433
Guardian Wealth Advisors (North Carolina)
North Carolina
$185K +$53.7K +477 +41%
FPFS
434
First Personal Financial Services
North Carolina
$184K – – –
BTI
435
Blue Trust Inc
Georgia
$181K -$3.04K -27 -2%
MFA
436
McClarren Financial Advisors
Pennsylvania
$175K +$225 +2 +0.1%
IGWM
437
ICA Group Wealth Management
Colorado
$174K +$29.8K +265 +21%
MHR
438
Matthew Hamilton Rosenberg
$169K – – –
TF
439
Tompkins Financial
New York
$169K – – –
C
440
Covestor
United Kingdom
$160K +$39.1K +347 +32%
WAM
441
WFA Asset Management
Wisconsin
$159K -$64K -568 -29%
NSIM
442
North Star Investment Management
Illinois
$154K – – –
CSB
443
City State Bank
Iowa
$153K – – –
AAG
444
Armstrong Advisory Group
Massachusetts
$150K +$25.1K +223 +20%
TCM
445
TD Capital Management
Tennessee
$148K – – –
FCA
446
FinTrust Capital Advisors
South Carolina
$146K – – –
SIC
447
SJS Investment Consulting
Ohio
$146K – – –
CCA
448
Column Capital Advisors
Indiana
$139K – – –
CAS
449
Coppell Advisory Solutions
Texas
$135K +$135K +1,200 New
CTC
450
Central Trust Company
Missouri
$132K – – –
16 17
18
19 20