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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Modern Wealth Management
Kansas
$264K -$18.3K -145 -7%
ALA
477
Atlas Legacy Advisors
California
$263K -$18.3K -145 -7%
BCP
478
Berkeley Capital Partners
Georgia
$262K -$155K -1,229 -38%
NFC
479
Northeast Financial Consultants
Connecticut
$260K – – –
CA
480
Clearstead Advisors
Ohio
$259K -$64.7K -512 -20%
FCA
481
FLC Capital Advisors
California
$259K – – –
NP
482
Nilsine Partners
Colorado
$256K +$23.9K +189 +11%
KWA
483
Kingswood Wealth Advisors
California
$252K -$186K -1,472 -43%
SAM
484
Smith Asset Management
Florida
$252K +$245K +1,943 New
BCCM
485
Bridge Creek Capital Management
Massachusetts
$248K -$20.5K -162 -8%
HWM
486
Howard Wealth Management
Connecticut
$245K -$30.8K -244 -11%
SFC
487
Strategic Financial Concepts
Texas
$243K +$236K +1,870 New
AC
488
AWM Capital
Arizona
$242K +$236K +1,867 New
GT
489
Glenmede Trust
Pennsylvania
$240K -$461K -3,650 -66%
PBF
490
Petix & Botte Financial
California
$239K – – –
BWL
491
Bogart Wealth LLC
Virginia
$239K – – –
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$236K -$18.9K -150 -8%
IA
493
Integrity Alliance
Iowa
$235K +$229K +1,814 New
IP
494
Intellectus Partners
California
$235K +$1.01K +8 +0.4%
LWM
495
LongView Wealth Management
Georgia
$234K -$5.81K -46 -2%
JCM
496
Jacobi Capital Management
Pennsylvania
$234K -$2.15K -17 -0.9%
GA
497
GFS Advisors
Texas
$233K – – –
PFA
498
Pure Financial Advisors
California
$233K – – –
SFS
499
Sowell Financial Services
Arkansas
$231K +$225K +1,783 New
MHR
500
Matthew Hamilton Rosenberg
$231K – – –
18 19
20
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