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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
451
Petix & Botte Financial
California
$226K – – –
GAM
452
Grandview Asset Management
Pennsylvania
$225K +$12K +96 +6%
IP
453
Intellectus Partners
California
$220K +$1K +8 +0.5%
JCM
454
Jacobi Capital Management
Pennsylvania
$220K -$22.8K -182 -9%
PFA
455
Pure Financial Advisors
California
$220K +$225K +1,795 New
JWCA
456
J.W. Cole Advisors
Florida
$220K -$143K -1,141 -39%
SP
457
Sequent Planning
Nebraska
$218K +$7K +56 +3%
FPFS
458
First Personal Financial Services
North Carolina
$218K – – –
MHR
459
Matthew Hamilton Rosenberg
$218K -$8.51K -68 -4%
PA
460
Pinnacle Associates
New York
$218K +$232K +1,857 New
DWM
461
Drive Wealth Management
Utah
$217K +$1K +8 +0.5%
RWA
462
Redhawk Wealth Advisors
Minnesota
$216K -$28.4K -227 -11%
BFO
463
Boston Family Office
Massachusetts
$215K – – –
TPWM
464
Twelve Points Wealth Management
Massachusetts
$214K -$250 -2 -0.1%
ORG
465
Optimist Retirement Group
Washington
$212K +$375 +3 +0.2%
SFC
466
Strategic Financial Concepts
Texas
$209K +$212K +1,694 +12,100%
NW
467
NewEdge Wealth
Pennsylvania
$209K -$28.1K -225 -12%
HCP
468
Hardin Capital Partners
South Carolina
$209K +$375 +3 +0.2%
P
469
&Partners
Tennessee
$206K +$211K +1,683 New
FWP
470
Falcon Wealth Planning
California
$203K +$207K +1,658 New
AWE
471
Avidian Wealth Enterprises
Texas
$202K +$207K +1,651 New
WBCM
472
Wilson & Boucher Capital Management
California
$202K – – –
RWA
473
Roberts Wealth Advisors
California
$201K +$197K +1,579 New
BTI
474
Blue Trust Inc
Georgia
$196K +$1K +8 +0.5%
TCM
475
TD Capital Management
Tennessee
$189K +$1.13K +9 +0.6%
17 18
19
20 21