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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$213K +$186K +1,229 New
MWM
602
Maridea Wealth Management
New York
$212K +$185K +1,224 New
MWP
603
Meredith Wealth Planning
Illinois
$212K +$185K +1,224 New
FFM
604
Forum Financial Management
Illinois
$211K +$184K +1,217 New
PFA
605
Pure Financial Advisors
California
$210K +$184K +1,215 New
SCA
606
Stonebridge Capital Advisors
Minnesota
$210K +$184K +1,214 New
NAM
607
NTV Asset Management
West Virginia
$210K +$183K +1,213 New
TWM
608
Tumwater Wealth Management
Idaho
$209K +$183K +1,210 New
HCP
609
Hardin Capital Partners
South Carolina
$209K +$182K +1,205 New
ZIG
610
Zullo Investment Group
Pennsylvania
$209K +$182K +1,205 New
CCM
611
Coldstream Capital Management
Washington
$206K +$180K +1,193 New
VCM
612
Vivaldi Capital Management
Illinois
$206K +$180K +1,189 New
WF
613
Welch & Forbes
Massachusetts
$204K +$178K +1,178 New
GAM
614
Gemmer Asset Management
California
$203K +$178K +1,174 New
DWP
615
Destiny Wealth Partners
Florida
$203K +$177K +1,173 New
AC
616
Anson Capital
Georgia
$201K +$176K +1,164 New
IRC
617
Investors Research Corp
Georgia
$197K – – –
GWM
618
Geneos Wealth Management
Colorado
$195K +$33.6K +222 +24%
HWA
619
HHM Wealth Advisors
Tennessee
$194K -$68.5K -453 -29%
HC
620
Hurley Capital
New York
$174K +$18.2K +120 +14%
UB
621
UMB Bank
Missouri
$173K – – –
BW
622
Bravera Wealth
North Dakota
$170K +$12.6K +83 +9%
SNB
623
Security National Bank
Nebraska
$165K – – –
MM
624
Main Management
California
$164K – – –
B
625
Bayban
Minnesota
$163K – – –
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