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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
526
Quotient Wealth Partners
Texas
$287K +$251K +1,658 New
SSWM
527
Strait & Sound Wealth Management
California
$286K -$21.2K -140 -8%
RCWM
528
Red Crane Wealth Management
California
$286K – – –
VFG
529
Victory Financial Group
Texas
$282K – – –
TCIIS
530
TIAA-CREF Individual & Institutional Services
New York
$282K +$246K +1,627 New
PCS
531
Private Client Services
Kentucky
$280K +$245K +1,619 New
DWM
532
Diversify Wealth Management
Utah
$279K +$251K +1,662 New
SMC
533
Smith, Moore & Co
Missouri
$277K – – –
SS
534
Sunbelt Securities
Texas
$276K +$6.35K +42 +3%
ISFAN
535
Investor's Fiduciary Advisor Network
Washington
$274K +$240K +1,588 New
WWC
536
Waypoint Wealth Counsel
Georgia
$271K +$237K +1,566 New
WBCM
537
Wilson & Boucher Capital Management
California
$268K -$15.1K -100 -6%
FPB
538
First PREMIER Bank
South Dakota
$268K – – –
TCM
539
TD Capital Management
Tennessee
$268K +$303 +2 +0.1%
CICC
540
Capital Investment Counsel (Colorado)
Colorado
$267K +$234K +1,545 New
WSFS
541
Wilmington Savings Fund Society
Delaware
$266K – – –
SWM
542
Silverlake Wealth Management
Vermont
$263K +$230K +1,521 New
WCP
543
Wealthcare Capital Partners
Pennsylvania
$262K +$229K +1,515 New
JWA
544
JFS Wealth Advisors
Pennsylvania
$262K -$25.4K -168 -10%
SF
545
Slagle Financial
Illinois
$261K +$228K +1,508 New
RHP
546
Royal Harbor Partners
Texas
$260K +$228K +1,504 New
RWM
547
Ritholtz Wealth Management
New York
$260K +$227K +1,501 New
BAAM
548
Baker Avenue Asset Management
California
$260K +$227K +1,501 New
LSWP
549
Liberty Square Wealth Partners
Pennsylvania
$259K +$226K +1,496 New
IA
550
IFP Advisors
Florida
$259K +$29.8K +197 +15%
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