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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Capital Advantage
California
$294K +$309K +2,425 New
BDF
452
Black Diamond Financial
Maryland
$291K -$75.4K -592 -20%
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$291K -$3.18K -25 -1%
DI
454
Disciplined Investors
Texas
$288K +$287K +2,257 New
Financial Engines Advisors
455
Financial Engines Advisors
California
$288K +$302K +2,372 New
Kovitz Investment Group Partners
456
Kovitz Investment Group Partners
Illinois
$285K +$299K +2,346 New
FTA
457
Financial & Tax Architects
Missouri
$283K +$9.68K +76 +3%
SOS
458
Silver Oak Securities
Tennessee
$283K -$109K -854 -27%
PMWMG
459
Parr McKnight Wealth Management Group
Minnesota
$282K +$296K +2,327 New
SAM
460
SignalPoint Asset Management
Missouri
$280K +$40.5K +318 +16%
IAIM
461
International Assets Investment Management
Florida
$280K +$290K +2,277 New
SIS
462
Strategic Investment Solutions
Illinois
$276K +$187K +1,467 +175%
SIA
463
Soltis Investment Advisors
Utah
$275K -$7.64K -60 -3%
ACA
464
Aptus Capital Advisors
Alabama
$273K +$6.88K +54 +2%
HH
465
Hilltop Holdings
Texas
$270K +$19.2K +151 +7%
CJ
466
Caitlin John
Michigan
$270K -$4.46K -35 -2%
FCM
467
Firestone Capital Management
Florida
$267K +$6.37K +50 +2%
KPWM
468
KDK Private Wealth Management
Texas
$266K +$280K +2,196 New
HA
469
Hanover Advisors
South Carolina
$265K +$8.91K +70 +3%
MWM
470
Modern Wealth Management
Kansas
$265K +$2.8K +22 +1%
WF
471
Welch & Forbes
Massachusetts
$264K
TC
472
TownSquare Capital
Utah
$264K +$277K +2,177 New
ALA
473
Atlas Legacy Advisors
California
$264K +$277K +2,177 New
WG
474
Welch Group
Alabama
$259K
HWM
475
Howard Wealth Management
Connecticut
$259K -$25.1K -197 -8%