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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
576
Apella Capital
Connecticut
$239K +$232K +1,534 New
CWP
577
Cyndeo Wealth Partners
Florida
$239K +$209K +1,382 New
TCM
578
Traynor Capital Management
Pennsylvania
$238K +$206K +1,359 New
JCM
579
Jacobi Capital Management
Pennsylvania
$237K +$207K +1,370 New
KCIA
580
Kingsbury Capital Investment Advisors
Illinois
$236K +$206K +1,361 New
WC
581
Waterloo Capital
Texas
$235K +$205K +1,356 New
HCM
582
Howard Capital Management
Georgia
$234K +$205K +1,354 New
SWM
583
Segment Wealth Management
Texas
$234K +$204K +1,350 New
RAM
584
Redmond Asset Management
Virginia
$232K +$203K +1,340 New
QCM
585
QRG Capital Management
Illinois
$232K +$203K +1,339 New
LWM
586
LongView Wealth Management
Georgia
$229K +$218K +1,444 New
BAM
587
Belpointe Asset Management
Nevada
$228K +$199K +1,317 New
NF
588
NavPoint Financial
Minnesota
$227K +$198K +1,311 New
AAS
589
Annex Advisory Services
Wisconsin
$227K +$198K +1,310 New
MWA
590
Motive Wealth Advisors
Michigan
$226K +$197K +1,304 New
SFP
591
Sterling Financial Planning
New Jersey
$226K +$197K +1,304 New
GT
592
Glenmede Trust
Pennsylvania
$223K +$19.7K +130 +11%
AFP
593
Ausdal Financial Partners
Iowa
$223K -$104K -686 -35%
WS
594
Wedbush Securities
California
$222K +$194K +1,285 New
MA
595
MKT Advisors
California
$222K +$197K +1,301 New
AWM
596
Aprio Wealth Management
Georgia
$221K +$193K +1,279 New
WTC
597
WhitTier Trust Company
Nevada
$220K – – –
LHEI
598
Leo H. Evart Inc
California
$220K +$192K +1,269 New
YWS
599
Yarger Wealth Strategies
Ohio
$219K +$191K +1,264 New
CST
600
Charles Schwab Trust
Nevada
$218K +$190K +1,257 New
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