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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
451
Parr McKnight Wealth Management Group
Minnesota
$363K +$162 +1 +0%
IA
452
IFG Advisory
Georgia
$363K +$323K +1,991 +470%
AT
453
American Trust
Kentucky
$360K +$6.32K +39 +2%
SGCA
454
Steel Grove Capital Advisors
Tennessee
$357K +$5.67K +35 +1%
CIA
455
Compass Ion Advisors
Pennsylvania
$355K +$1.13K +7 +0.3%
BA
456
Bluesphere Advisors
Pennsylvania
$353K – – –
SIS
457
Sound Income Strategies
Florida
$353K +$33.7K +208 +10%
WAG
458
Windsor Advisory Group
Ohio
$349K – – –
PP
459
Patten & Patten
Tennessee
$348K – – –
NCM
460
Northside Capital Management
Oregon
$347K – – –
CGFA
461
Colton Groome Financial Advisors
North Carolina
$346K -$21.1K -130 -5%
SFC
462
Strategic Financial Concepts
Texas
$345K +$67.2K +415 +22%
CL
463
COWA LLC
Oklahoma
$345K – – –
FTWA
464
Fifth Third Wealth Advisors
Ohio
$344K – – –
MAS
465
Madden Advisory Services
Florida
$344K +$15.9K +98 +4%
RG
466
Rathbones Group
United Kingdom
$340K +$60.7K +375 +20%
OC
467
Optima Capital
Oregon
$339K +$124K +767 +51%
CJ
468
Caitlin John
Michigan
$334K -$64.8K -400 -15%
CWM
469
Collaborative Wealth Management
Florida
$334K -$3.08K -19 -0.8%
BFIM
470
Beese Fulmer Investment Management
Ohio
$332K +$34K +210 +11%
CFS
471
CRA Financial Services
New Jersey
$332K – – –
NW
472
NewEdge Wealth
Pennsylvania
$331K +$158K +978 +80%
LSWP
473
Liberty Square Wealth Partners
Pennsylvania
$331K +$115K +710 +47%
FCM
474
Firestone Capital Management
Florida
$331K +$162 +1 +0%
ST
475
Sentinel Trust
Texas
$326K – – –
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19
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