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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
626
Hopwood Financial Services
Virginia
$4.76K – – –
GM
627
GeoWealth Management
Illinois
$4.65K +$233 +2 +5%
CTWM
628
Cherry Tree Wealth Management
Minnesota
$4.53K – – –
WWM
629
Wolff Wiese Magana
California
$4.29K – – –
CPG
630
Cornerstone Planning Group
New Jersey
$4.22K – – –
OCM
631
Osterweis Capital Management
California
$4.05K – – –
JFG
632
JDM Financial Group
Texas
$3.84K +$3.72K +32 New
BWAM
633
Boyd Watterson Asset Management
Ohio
$3.69K – – –
ADL
634
Asset Dedication LLC
California
$3.57K +$931 +8 +36%
DRP
635
Decker Retirement Planning
Utah
$3.1K +$3.03K +26 New
HIA
636
Harbor Investment Advisory
Maryland
$2.98K – – –
PTC
637
Private Trust Company
Ohio
$2.74K -$8.61K -74 -76%
IBOK
638
Independence Bank of Kentucky
Kentucky
$2.5K – – –
NSG
639
Nalls Sherbakoff Group
Tennessee
$2.14K – – –
TPWA
640
Twin Peaks Wealth Advisors
California
$2.14K +$2.1K +18 New
BA
641
Bellwether Advisors
Nebraska
$1.91K +$1.86K +16 New
NC
642
North Capital
Utah
$1.83K – – –
OLVIG
643
Oliver Lagore Vanvalin Investment Group
Michigan
$1.82K +$1.63K +14 New
WBC
644
West Branch Capital
Massachusetts
$1.55K -$17.8K -153 -92%
Franklin Resources
645
Franklin Resources
California
$1.07K -$609K -5,235 -100%
GIA
646
GHP Investment Advisors
Colorado
$953 – – –
AWM
647
Activest Wealth Management
Florida
$834 – – –
MAWAG
648
Mid-American Wealth Advisory Group
Missouri
$596 +$582 +5 New
TFA
649
Transamerica Financial Advisors
Florida
$552 – – –
MBFW
650
Morton Brown Family Wealth
Pennsylvania
$250 -$29.3K -252 -99%