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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$6.17M -$598K -5,142 -9%
ECM
52
Elgethun Capital Management
South Dakota
$6.16M +$178K +1,532 +3%
GWM
53
GoalFusion Wealth Management
Texas
$6.15M +$254K +2,182 +4%
AAS
54
Avantax Advisory Services
Texas
$6.13M -$159K -1,363 -3%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$6.1M +$19.3K +166 +0.3%
SC
56
Swan Capital
Florida
$5.92M -$4.74M -40,752 -45%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$5.87M +$5.7K +49 +0.1%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$5.81M +$2.91M +25,014 +105%
MML Investors Services
59
MML Investors Services
Massachusetts
$5.78M -$145K -1,247 -3%
CL
60
Choreo LLC
Illinois
$5.36M +$4.21M +36,177 +409%
SWA
61
Stratos Wealth Advisors
Ohio
$5.28M +$4.69M +40,321 +1,002%
AAS
62
Ameritas Advisory Services
Nebraska
$5.1M -$1.05M -9,061 -17%
KAS
63
Kestra Advisory Services
Texas
$5.02M +$747K +6,416 +18%
SA
64
Shilanski & Associates
Alaska
$4.92M +$124K +1,069 +3%
CWM
65
Congress Wealth Management
Massachusetts
$4.79M -$3.71M -31,836 -44%
FIA
66
Foundations Investment Advisors
Arizona
$4.69M +$549K +4,717 +14%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$4.68M -$237K -2,034 -5%
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$4.61M -$228K -1,959 -5%
Lido Advisors
69
Lido Advisors
California
$4.38M +$245K +2,107 +6%
AIM
70
Anchor Investment Management
South Carolina
$4.19M +$455K +3,906 +13%
KMWM
71
Keudell/Morrison Wealth Management
Oregon
$4.14M +$39.2K +337 +1%
Cerity Partners
72
Cerity Partners
New York
$4.11M +$51K +438 +1%
AWS
73
Atria Wealth Solutions
New York
$4.05M -$2.46M -21,177 -39%
MA
74
Montag & Associates
Georgia
$4.01M -$75.2K -646 -2%
BCI
75
Brinker Capital Investments
Pennsylvania
$3.99M +$109K +940 +3%