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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
526
Security National Bank
Nebraska
$120K – – –
MM
527
Main Management
California
$120K – – –
B
528
Bayban
Minnesota
$119K +$118K +943 New
OW
529
Olistico Wealth
Oklahoma
$118K -$299K -2,383 -72%
CVM
530
Cheviot Value Management
California
$116K +$19.8K +158 +24%
QWM
531
Quaker Wealth Management
New Jersey
$115K +$1K +8 +0.9%
GWM
532
Geneos Wealth Management
Colorado
$114K -$1.05M -8,364 -90%
MA
533
MCF Advisors
Kentucky
$114K +$94.3K +751 +491%
BW
534
Bravera Wealth
North Dakota
$113K +$113K +900 New
HC
535
Hurley Capital
New York
$112K +$111K +887 New
WIM
536
Westside Investment Management
California
$108K – – –
NS
537
NBC Securities
Alabama
$107K – – –
VWA
538
VSM Wealth Advisory
Maryland
$105K +$251 +2 +0.2%
SWM
539
SHP Wealth Management
Massachusetts
$103K +$102K +813 New
CMP
540
Coston McIsaac & Partners
Maine
$102K +$49K +390 +92%
CPA
541
Cardiff Park Advisors
California
$93.6K – – –
EWA
542
EverSource Wealth Advisors
Alabama
$87.9K – – –
CIAS
543
CBIZ Investment Advisory Services
Ohio
$87.8K +$251 +2 +0.3%
EWA
544
EQ Wealth Advisors
Texas
$82.4K +$82.1K +654 New
SWM
545
Spire Wealth Management
Virginia
$82.3K – – –
LFG
546
Larson Financial Group
Missouri
$79.7K +$251 +2 +0.3%
AAP
547
Arax Advisory Partners
Colorado
$76.2K +$76K +605 New
RDFA
548
Ritter Daniher Financial Advisory
Ohio
$75.6K +$75.5K +601 New
TCOV
549
Trust Company of Vermont
Vermont
$75.6K – – –
RFP
550
Root Financial Partners
California
$75K +$18.1K +144 +32%
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