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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
51
Visionary Asset Management
Texas
$3.27M +$95.4K +920 +3%
MIS
52
Morningstar Investment Services
Illinois
$3.21M +$90.2K +870 +3%
CA
53
Calton & Associates
Florida
$3.1M +$141K +1,356 +5%
B
54
Bailard
California
$2.99M -$43.4K -419 -1%
Chevy Chase Trust
55
Chevy Chase Trust
Maryland
$2.81M -$19.7K -190 -0.7%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$2.73M +$255K +2,462 +10%
MWM
57
Merriman Wealth Management
Washington
$2.73M +$2.69M +25,948 New
CC
58
Callan Capital
California
$2.63M -$17K -164 -0.7%
UBS AM
59
UBS AM
Illinois
$2.58M +$236K +2,281 +10%
CWM
60
CMH Wealth Management
New Hampshire
$2.52M +$105K +1,015 +4%
BF
61
BOK Financial
Oklahoma
$2.45M +$492K +4,741 +26%
GBT
62
Grove Bank & Trust
Florida
$2.38M +$236K +2,280 +11%
PFA
63
Paradigm Financial Advisors
Missouri
$2.35M +$33.5K +323 +1%
UCFA
64
United Capital Financial Advisors
Texas
$2.33M -$105K -1,013 -4%
WC
65
Whitnell & Co
Illinois
$2.26M +$14.8K +143 +0.7%
TFF
66
The Family Firm
Maryland
$2.25M +$100K +966 +5%
SI
67
Stephens Inc
Arkansas
$2.25M +$411K +3,960 +23%
Citadel Advisors
68
Citadel Advisors
Florida
$2.23M +$1.13M +10,897 +106%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.17M +$225K +2,171 +12%
NCMW
70
Northern Capital Management (Wisconsin)
Wisconsin
$2.1M -$144K -1,385 -6%
RMAM
71
Raab & Moskowitz Asset Management
New Jersey
$2.09M +$129K +1,248 +7%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.01M +$144K +1,392 +8%
Goldman Sachs
73
Goldman Sachs
New York
$1.96M +$1.14M +11,010 +144%
PPA
74
Parametric Portfolio Associates
Washington
$1.79M +$17.1K +165 +1%
WA
75
WBH Advisory
Maryland
$1.77M -$44.5K -429 -2%