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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
451
Intellectus Partners
California
$369K +$1.3K +8 +0.3%
SP
452
Sequent Planning
Nebraska
$366K +$162 +1 +0%
PMWMG
453
Parr McKnight Wealth Management Group
Minnesota
$363K +$162 +1 +0%
IA
454
IFG Advisory
Georgia
$363K +$323K +1,991 +470%
AT
455
American Trust
Kentucky
$360K +$6.32K +39 +2%
SGCA
456
Steel Grove Capital Advisors
Tennessee
$357K +$5.67K +35 +1%
CIA
457
Compass Ion Advisors
Pennsylvania
$355K +$1.13K +7 +0.3%
BA
458
Bluesphere Advisors
Pennsylvania
$353K – – –
SIS
459
Sound Income Strategies
Florida
$353K +$33.7K +208 +10%
WAG
460
Windsor Advisory Group
Ohio
$349K – – –
PP
461
Patten & Patten
Tennessee
$348K – – –
NCM
462
Northside Capital Management
Oregon
$347K – – –
CGFA
463
Colton Groome Financial Advisors
North Carolina
$346K -$21.1K -130 -5%
SFC
464
Strategic Financial Concepts
Texas
$345K +$67.2K +415 +22%
CL
465
COWA LLC
Oklahoma
$345K – – –
FTWA
466
Fifth Third Wealth Advisors
Ohio
$344K – – –
MAS
467
Madden Advisory Services
Florida
$344K +$15.9K +98 +4%
RG
468
Rathbones Group
United Kingdom
$340K +$60.7K +375 +20%
OC
469
Optima Capital
Oregon
$339K +$124K +767 +51%
CJ
470
Caitlin John
Michigan
$334K -$64.8K -400 -15%
CWM
471
Collaborative Wealth Management
Florida
$334K -$3.08K -19 -0.8%
BFIM
472
Beese Fulmer Investment Management
Ohio
$332K +$34K +210 +11%
CFS
473
CRA Financial Services
New Jersey
$332K – – –
NW
474
NewEdge Wealth
Pennsylvania
$331K +$158K +978 +80%
LSWP
475
Liberty Square Wealth Partners
Pennsylvania
$331K +$115K +710 +47%
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