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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
526
McKinley Carter Wealth Services
West Virginia
$268K -$947K -5,845 -77%
BAAM
527
Baker Avenue Asset Management
California
$266K +$44.1K +272 +18%
ACA
528
Arsenal Capital Advisors
Pennsylvania
$266K +$648 +4 +0.2%
LFAS
529
Level Four Advisory Services
Texas
$265K +$8.75K +54 +3%
TPWM
530
Twelve Points Wealth Management
Massachusetts
$262K – – –
PRP
531
Peak Retirement Planning
Ohio
$259K +$280K +1,728 New
DAS
532
Dynamic Advisor Solutions
Arizona
$257K +$277K +1,710 New
QCM
533
QRG Capital Management
Illinois
$255K +$58K +358 +27%
AC
534
Apella Capital
Connecticut
$255K +$19K +117 +8%
FFS
535
Fischer Financial Services
Pennsylvania
$251K -$26.7K -165 -9%
KWM
536
Kingsview Wealth Management
Oregon
$250K -$33.7K -208 -11%
ISFAN
537
Investor's Fiduciary Advisor Network
Washington
$250K +$12.5K +77 +5%
WCP
538
Wealthcare Capital Partners
Pennsylvania
$250K +$24.3K +150 +10%
BCM
539
Boltwood Capital Management
California
$249K -$4.86K -30 -2%
RWM
540
Ritholtz Wealth Management
New York
$249K +$24.9K +154 +10%
RCWM
541
Red Crane Wealth Management
California
$248K – – –
LWM
542
Liberty Wealth Management
California
$245K – – –
VFG
543
Victory Financial Group
Texas
$244K -$648 -4 -0.2%
TFS
544
Thoroughbred Financial Services
Tennessee
$243K -$17K -105 -6%
SMC
545
Smith, Moore & Co
Missouri
$241K – – –
OFG
546
Oxford Financial Group
Indiana
$240K -$16.2K -100 -6%
BCP
547
Berkeley Capital Partners
Georgia
$237K -$8.46M -52,239 -97%
WWC
548
Waypoint Wealth Counsel
Georgia
$235K +$162 +1 +0.1%
SSWM
549
Strait & Sound Wealth Management
California
$235K -$14.6K -90 -5%
SFS
550
Security Financial Services
Indiana
$233K +$26.9K +166 +12%
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