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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CST
601
Charles Schwab Trust
Nevada
$218K +$190K +1,257 New
NewEdge Wealth
602
NewEdge Wealth
Pennsylvania
$213K +$186K +1,229 New
MWM
603
Maridea Wealth Management
New York
$212K +$185K +1,224 New
MWP
604
Meredith Wealth Planning
Illinois
$212K +$185K +1,224 New
Forum Financial Management
605
Forum Financial Management
Illinois
$211K +$184K +1,217 New
Pure Financial Advisors
606
Pure Financial Advisors
California
$210K +$184K +1,215 New
SCA
607
Stonebridge Capital Advisors
Minnesota
$210K +$184K +1,214 New
NAM
608
NTV Asset Management
West Virginia
$210K +$183K +1,213 New
TWM
609
Tumwater Wealth Management
Idaho
$209K +$183K +1,210 New
HCP
610
Hardin Capital Partners
South Carolina
$209K +$182K +1,205 New
ZIG
611
Zullo Investment Group
Pennsylvania
$209K +$182K +1,205 New
Coldstream Capital Management
612
Coldstream Capital Management
Washington
$206K +$180K +1,193 New
VCM
613
Vivaldi Capital Management
Illinois
$206K +$180K +1,189 New
Welch & Forbes
614
Welch & Forbes
Massachusetts
$204K +$178K +1,178 New
GAM
615
Gemmer Asset Management
California
$203K +$178K +1,174 New
DWP
616
Destiny Wealth Partners
Florida
$203K +$177K +1,173 New
AC
617
Anson Capital
Georgia
$201K +$176K +1,164 New
IRC
618
Investors Research Corp
Georgia
$197K – – –
Geneos Wealth Management
619
Geneos Wealth Management
Colorado
$195K +$33.6K +222 +24%
HWA
620
HHM Wealth Advisors
Tennessee
$194K -$68.5K -453 -29%
HC
621
Hurley Capital
New York
$174K +$18.2K +120 +14%
UMB Bank
622
UMB Bank
Missouri
$173K – – –
BW
623
Bravera Wealth
North Dakota
$170K +$12.6K +83 +9%
SNB
624
Security National Bank
Nebraska
$165K – – –
MM
625
Main Management
California
$164K – – –