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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
476
Boltwood Capital Management
California
$215K +$10.6K +91 +5%
HWM
477
Howard Wealth Management
Connecticut
$214K -$10.9K -94 -5%
GA
478
GFS Advisors
Texas
$214K – – –
PFA
479
Pure Financial Advisors
California
$214K – – –
LFAS
480
Level Four Advisory Services
Texas
$213K -$50.2K -431 -19%
SG
481
StoneX Group
New York
$209K -$87.6K -753 -30%
JCM
482
Jacobi Capital Management
Pennsylvania
$208K -$6.05K -52 -3%
TPWM
483
Twelve Points Wealth Management
Massachusetts
$208K – – –
STA
484
Summit Trail Advisors
New York
$207K – – –
SFS
485
Sowell Financial Services
Arkansas
$205K -$7.1K -61 -3%
MM
486
Main Management
California
$205K – – –
LWL
487
Leo Wealth LLC
Texas
$203K +$199K +1,708 New
TWM
488
Tumwater Wealth Management
Idaho
$203K +$349 +3 +0.2%
CAS
489
Coppell Advisory Solutions
Texas
$202K +$196K +1,686 New
CT
490
Colonial Trust
South Carolina
$201K +$11.5K +99 +6%
JWA
491
JFS Wealth Advisors
Pennsylvania
$197K -$48.2K -414 -20%
FPB
492
First PREMIER Bank
South Dakota
$190K +$698 +6 +0.4%
HWA
493
HHM Wealth Advisors
Tennessee
$190K -$184K -1,585 -50%
GIM
494
Glenmede Investment Management
Pennsylvania
$190K +$185K +1,592 New
NSIM
495
North Star Investment Management
Illinois
$184K -$3.49K -30 -2%
TCM
496
TD Capital Management
Tennessee
$184K +$233 +2 +0.1%
AF
497
Advisornet Financial
Minnesota
$183K +$15.7K +135 +10%
AAG
498
Armstrong Advisory Group
Massachusetts
$177K +$66.6K +572 +63%
WTFG
499
Wood Tarver Financial Group
Idaho
$176K -$15.6K -134 -8%
CSB
500
City State Bank
Iowa
$159K +$1.16K +10 +0.8%
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