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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
451
Freestone Capital Holdings
Washington
$243K -$123K -999 -34%
AF
452
Advisornet Financial
Minnesota
$241K +$47.3K +384 +25%
KWA
453
Kingswood Wealth Advisors
California
$240K +$4.18K +34 +2%
PFA
454
Pure Financial Advisors
California
$239K +$12.7K +103 +6%
BWL
455
Bogart Wealth LLC
Virginia
$238K – – –
FPAS
456
Focus Partners Advisor Solutions
Missouri
$237K -$192K -1,560 -45%
WFA
457
WMG Financial Advisors
Tennessee
$235K -$43.7K -355 -16%
WF
458
Warner Financial
Maryland
$234K -$234K -1,898 -50%
BCP
459
Berkeley Capital Partners
Georgia
$232K -$9.97K -81 -4%
PBF
460
Petix & Botte Financial
California
$232K – – –
CAMG
461
CWA Asset Management Group
Florida
$227K -$4.92K -40 -2%
CPIG
462
Chicago Partners Investment Group
Illinois
$227K +$492 +4 +0.2%
GA
463
GFS Advisors
Texas
$227K – – –
HWM
464
Howard Wealth Management
Connecticut
$225K -$1.35K -11 -0.6%
BCM
465
Boltwood Capital Management
California
$223K -$4.31K -35 -2%
SFC
466
Strategic Financial Concepts
Texas
$222K +$217K +1,764 New
TPWM
467
Twelve Points Wealth Management
Massachusetts
$220K – – –
LFAS
468
Level Four Advisory Services
Texas
$219K -$5.54K -45 -3%
STA
469
Summit Trail Advisors
New York
$219K – – –
SFS
470
Security Financial Services
Indiana
$216K +$211K +1,718 New
AFP
471
Ausdal Financial Partners
Iowa
$215K -$155K -1,262 -42%
KPWS
472
Kestra Private Wealth Services
Texas
$212K +$208K +1,688 New
CT
473
Colonial Trust
South Carolina
$212K – – –
JWA
474
JFS Wealth Advisors
Pennsylvania
$212K +$3.2K +26 +2%
TW
475
Trajan Wealth
Arizona
$210K +$206K +1,671 New
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19
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