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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
501
Optimist Retirement Group
Washington
$227K +$758 +6 +0.3%
TPWM
502
Twelve Points Wealth Management
Massachusetts
$226K – – –
PAS
503
PKS Advisory Services
New York
$226K +$220K +1,744 New
STA
504
Summit Trail Advisors
New York
$226K – – –
MM
505
Main Management
California
$223K -$52.3K -414 -19%
BCM
506
Boltwood Capital Management
California
$222K -$45.1K -357 -17%
KWM
507
Kingsview Wealth Management
Oregon
$222K +$216K +1,708 New
PCP
508
Proficio Capital Partners
Massachusetts
$221K +$215K +1,704 New
TWM
509
Tumwater Wealth Management
Idaho
$221K -$126 -1 -0.1%
TAM
510
Titleist Asset Management
Texas
$220K +$126 +1 +0.1%
SMC
511
Smith, Moore & Co
Missouri
$219K -$197K -1,558 -48%
WIA
512
Wealthedge Investment Advisors
New York
$216K +$758 +6 +0.4%
WBCM
513
Wilson & Boucher Capital Management
California
$214K – – –
RCWM
514
Red Crane Wealth Management
California
$214K +$208K +1,650 New
HCP
515
Hardin Capital Partners
South Carolina
$213K +$207K +1,643 New
MFA
516
McClarren Financial Advisors
Pennsylvania
$213K -$12.9K -102 -6%
CPRC
517
Consolidated Portfolio Review Corp
New York
$212K +$206K +1,633 New
BWM
518
BNC Wealth Management
Oregon
$211K -$3.28K -26 -2%
WTFG
519
Wood Tarver Financial Group
Idaho
$210K -$38.1K -302 -16%
SIS
520
Strategic Investment Solutions
Illinois
$209K -$88K -697 -30%
CPIG
521
Chicago Partners Investment Group
Illinois
$209K +$234K +1,854 New
OHWA
522
Oak Hill Wealth Advisors
Virginia
$208K +$202K +1,600 New
SFS
523
Sharp Financial Services
Pennsylvania
$208K +$202K +1,600 New
KP
524
Keel Point
Alabama
$207K +$202K +1,596 New
CT
525
Colonial Trust
South Carolina
$206K +$29.4K +233 +17%
19 20
21
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