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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
576
Wick Capital Partners
Pennsylvania
$240K +$210K +1,386 New
Apella Capital
577
Apella Capital
Connecticut
$239K +$232K +1,534 New
CWP
578
Cyndeo Wealth Partners
Florida
$239K +$209K +1,382 New
TCM
579
Traynor Capital Management
Pennsylvania
$238K +$206K +1,359 New
JCM
580
Jacobi Capital Management
Pennsylvania
$237K +$207K +1,370 New
KCIA
581
Kingsbury Capital Investment Advisors
Illinois
$236K +$206K +1,361 New
WC
582
Waterloo Capital
Texas
$235K +$205K +1,356 New
Howard Capital Management
583
Howard Capital Management
Georgia
$234K +$205K +1,354 New
SWM
584
Segment Wealth Management
Texas
$234K +$204K +1,350 New
RAM
585
Redmond Asset Management
Virginia
$232K +$203K +1,340 New
QRG Capital Management
586
QRG Capital Management
Illinois
$232K +$203K +1,339 New
LWM
587
LongView Wealth Management
Georgia
$229K +$218K +1,444 New
Belpointe Asset Management
588
Belpointe Asset Management
Nevada
$228K +$199K +1,317 New
NF
589
NavPoint Financial
Minnesota
$227K +$198K +1,311 New
Annex Advisory Services
590
Annex Advisory Services
Wisconsin
$227K +$198K +1,310 New
MWA
591
Motive Wealth Advisors
Michigan
$226K +$197K +1,304 New
SFP
592
Sterling Financial Planning
New Jersey
$226K +$197K +1,304 New
Glenmede Trust
593
Glenmede Trust
Pennsylvania
$223K +$19.7K +130 +11%
AFP
594
Ausdal Financial Partners
Iowa
$223K -$104K -686 -35%
Wedbush Securities
595
Wedbush Securities
California
$222K +$194K +1,285 New
MA
596
MKT Advisors
California
$222K +$197K +1,301 New
AWM
597
Aprio Wealth Management
Georgia
$221K +$193K +1,279 New
WhitTier Trust Company
598
WhitTier Trust Company
Nevada
$220K – – –
LHEI
599
Leo H. Evart Inc
California
$220K +$192K +1,269 New
YWS
600
Yarger Wealth Strategies
Ohio
$219K +$191K +1,264 New