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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
451
Plan Group Financial
Oklahoma
$266K +$8.29K +66 +3%
NFP
452
NorthLanding Financial Partners
New York
$266K – – –
RWP
453
RWA Wealth Partners
Massachusetts
$266K +$5.9K +47 +2%
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$264K +$264K +2,100 New
RBC
455
Roble Belko & Company
Pennsylvania
$263K +$1K +8 +0.4%
KPWM
456
KDK Private Wealth Management
Texas
$263K -$9.29K -74 -3%
OCG
457
Opus Capital Group
Ohio
$262K +$628 +5 +0.2%
TAM
458
Titleist Asset Management
Texas
$261K +$260K +2,072 New
LIM
459
Leavell Investment Management
Alabama
$261K -$89.8K -715 -26%
CT
460
Colonial Trust
South Carolina
$258K +$45.5K +362 +21%
TCM
461
Triumph Capital Management
Colorado
$255K -$7.03K -56 -3%
BFA
462
Bragg Financial Advisors
North Carolina
$254K – – –
CAM
463
Claret Asset Management
Quebec, Canada
$252K +$251K +2,000 New
FCA
464
FLC Capital Advisors
California
$252K – – –
PG
465
Prostatis Group
Maryland
$249K -$12.4K -99 -5%
AFP
466
Ausdal Financial Partners
Iowa
$249K +$33.7K +268 +16%
NIM
467
Northeast Investment Management
Massachusetts
$249K – – –
BPWM
468
Badgley Phelps Wealth Managers
Washington
$248K +$248K +1,972 New
WCFA
469
Walkner Condon Financial Advisors
Wisconsin
$246K – – –
CPIG
470
Chicago Partners Investment Group
Illinois
$245K -$8.79K -70 -4%
KFP
471
Kerr Financial Planning
California
$244K +$132K +1,050 +150%
FCH
472
Freestone Capital Holdings
Washington
$243K – – –
BWL
473
Bogart Wealth LLC
Virginia
$238K – – –
WF
474
Warner Financial
Maryland
$236K +$1K +8 +0.4%
NHC
475
Nicholas Hoffman & Company
Georgia
$234K +$233K +1,857 New
17 18
19
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