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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$3.42M +$161K +1,607 +5%
VAM
52
Visionary Asset Management
Texas
$3.37M +$172K +1,719 +6%
DY
53
Dowling & Yahnke
California
$3.27M -$20.5K -205 -0.7%
MFS
54
MSI Financial Services
Massachusetts
$3.12M +$923K +9,228 +45%
PP
55
Pension Partners
New York
$3.04M +$2.9M +29,042 New
BW
56
Bison Wealth
Georgia
$2.99M +$679K +6,793 +31%
FWM
57
Focused Wealth Management
New York
$2.85M +$105K +1,054 +4%
RJA
58
Raymond James & Associates
Florida
$2.78M +$1.32M +13,236 +99%
PFA
59
Paradigm Financial Advisors
Missouri
$2.65M +$287K +2,873 +13%
WC
60
Whitnell & Co
Illinois
$2.61M +$663K +6,630 +36%
AMG
61
Asset Management Group
Connecticut
$2.4M -$121K -1,212 -5%
UCFA
62
United Capital Financial Advisors
Texas
$2.21M -$21.6K -216 -1%
JWA
63
JFS Wealth Advisors
Pennsylvania
$2.13M +$261K +2,612 +15%
TWA
64
Tillar-Wenstrup Advisors
Ohio
$2.04M +$1.95M +19,476 New
SI
65
SII Investments
Wisconsin
$2.01M -$115K -1,147 -6%
ICOA
66
Investment Centers of America
North Dakota
$1.97M +$526K +5,261 +39%
WA
67
WP Advisors
California
$1.96M +$1.87M +18,730 New
WA
68
WBH Advisory
Maryland
$1.94M -$10.8K -108 -0.6%
BF
69
BOK Financial
Oklahoma
$1.88M -$48.9K -489 -3%
TFF
70
The Family Firm
Maryland
$1.84M +$138K +1,378 +9%
SF
71
Synovus Financial
Georgia
$1.79M +$23.9K +239 +1%
AF
72
Affiance Financial
Minnesota
$1.71M +$46.3K +463 +3%
KAH
73
Kathryn A. Hall
$1.61M +$1.54M +15,366 New
KeyBank National Association
74
KeyBank National Association
Ohio
$1.56M -$31.6K -316 -2%
WBG
75
Wharton Business Group
Pennsylvania
$1.51M -$41K -410 -3%