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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
626
Briaud Financial Planning
Texas
$20K – – –
NCM
627
Northwest Capital Management
Oregon
$19.7K – – –
MA
628
MCF Advisors
Kentucky
$19.7K +$126 +1 +0.7%
DWM
629
Darwin Wealth Management
Florida
$18.8K – – –
AG
630
AmeriFlex Group
Nevada
$18.7K – – –
AIC
631
Archer Investment Corporation
Indiana
$18.4K – – –
WIM
632
Westside Investment Management
California
$18.4K +$14.8K +117 +468%
CWP
633
Clark Wealth Partners
Illinois
$16.8K -$22.7K -180 -58%
DFA
634
DHJJ Financial Advisors
Illinois
$16.6K – – –
NFSG
635
Newbridge Financial Services Group
Florida
$15.9K – – –
WAS
636
Winch Advisory Services
Wisconsin
$15.8K +$126 +1 +0.8%
HC
637
Hara Capital
Washington
$15.8K – – –
ACM
638
Anfield Capital Management
California
$14.5K +$2.02K +16 +17%
DJSG
639
D.J. St. Germain
Massachusetts
$13.6K – – –
FMTCOCP
640
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
CWM
641
Crowley Wealth Management
Delaware
$13K – – –
OFG
642
Oxford Financial Group
Indiana
$13K – – –
SW
643
SVB Wealth
Massachusetts
$13K +$12.6K +100 New
PTC
644
Private Trust Company
Ohio
$12.6K -$11.1K -88 -48%
LWCFA
645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.2K – – –
HDIM
646
Hanson & Doremus Investment Management
Vermont
$12K +$12.1K +96 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$11.6K +$1.89K +15 +20%
NECFA
648
New England Capital Financial Advisors
Connecticut
$11K +$126 +1 +1%
CWM
649
Copia Wealth Management
Oregon
$10.8K -$30.7K -243 -75%
SIS
650
Sound Income Strategies
Florida
$10.6K +$5.56K +44 +116%
24 25
26
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