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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Financial Group
551
Sumitomo Mitsui Financial Group
Japan
– -$4.92M -46,000 Closed
Merriman Wealth Management
552
Merriman Wealth Management
Washington
– -$3.77M -35,214 Closed
CFP
553
Curran Financial Partners
South Carolina
– -$2.59M -24,194 Closed
ACM
554
Arlington Capital Management
Illinois
– -$1.46M -13,600 Closed
LAI
555
Legal Advantage Investments
California
– -$1.08M -10,112 Closed
MIS
556
Morningstar Investment Services
Illinois
– -$559K -5,166 Closed
Csenge Advisory Group
557
Csenge Advisory Group
Florida
– -$407K -3,806 Closed
RWA
558
Redhawk Wealth Advisors
Minnesota
– -$350K -3,270 Closed
Apollon Wealth Management
559
Apollon Wealth Management
South Carolina
– -$333K -3,111 Closed
LW
560
Linscomb Wealth
Texas
– -$308K -2,878 Closed
LAM
561
LifePro Asset Management
California
– -$272K -2,539 Closed
Financial Engines Advisors
562
Financial Engines Advisors
California
– -$268K -2,500 Closed
VCM
563
Viewpoint Capital Management
Washington
– -$249K -2,323 Closed
WPC
564
Waters Parkerson & Co
Louisiana
– -$238K -2,226 Closed
PBF
565
Petix & Botte Financial
California
– -$234K -2,190 Closed
LWM
566
Laidlaw Wealth Management
New York
– -$232K -2,164 Closed
Badgley Phelps Wealth Managers
567
Badgley Phelps Wealth Managers
Washington
– -$230K -2,150 Closed
FCA
568
FLC Capital Advisors
California
– -$214K -2,000 Closed
Forum Financial Management
569
Forum Financial Management
Illinois
– -$211K -1,976 Closed
SWIM
570
Smallwood Wealth Investment Management
New Jersey
– -$208K -1,945 Closed
Summit Trail Advisors
571
Summit Trail Advisors
New York
– -$206K -1,927 Closed
PAMG
572
Patton Albertson Miller Group
Tennessee
– -$206K -1,924 Closed
CFS
573
CRA Financial Services
New Jersey
– -$205K -1,919 Closed
Focus Partners Advisor Solutions
574
Focus Partners Advisor Solutions
Missouri
– -$205K -1,916 Closed
TVWM
575
Tower View Wealth Management
Wisconsin
– -$203K -1,896 Closed