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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
751
Harbor Investment Advisory
Maryland
$6.75K -$3.78K -25 -39%
CTWM
752
Cherry Tree Wealth Management
Minnesota
$6.58K – – –
CPG
753
Cornerstone Planning Group
New Jersey
$6.07K – – –
PFBT
754
Parkside Financial Bank & Trust
Missouri
$5.88K +$5.14K +34 New
FNWA
755
Financial Network Wealth Advisors
Utah
$5.88K +$5.14K +34 New
JFG
756
JDM Financial Group
Texas
$5.7K – – –
CFP
757
Comprehensive Financial Planning
Pennsylvania
$5.57K +$4.84K +32 New
BWAM
758
Boyd Watterson Asset Management
Ohio
$5.36K – – –
RWM
759
Rialto Wealth Management
New York
$4.85K – – –
FC
760
Fairscale Capital
New Hampshire
$4.33K +$3.78K +25 New
GCP
761
Gill Capital Partners
Colorado
$4.33K +$3.78K +25 New
WWM
762
Wolff Wiese Magana
California
$4.33K +$3.78K +25 New
CFB
763
Cullen/Frost Bankers
Texas
$4K +$3.48K +23 New
ADL
764
Asset Dedication LLC
California
$3.81K – – –
WA
765
WPG Advisers
Maryland
$3.46K – – –
MAS
766
MPWM Advisory Solutions
Georgia
$3.29K +$2.87K +19 New
NSG
767
Nalls Sherbakoff Group
Tennessee
$3.12K – – –
TPWA
768
Twin Peaks Wealth Advisors
California
$3.12K +$2.72K +18 New
S
769
SignatureFD
Georgia
$3.09K +$2.72K +18 New
RF
770
RetireMitten Financial
Michigan
$2.42K +$2.12K +14 New
BH
771
Burk Holdings
Oklahoma
$2.25K +$1.97K +13 New
GIA
772
GHP Investment Advisors
Colorado
$1.39K – – –
AWM
773
Activest Wealth Management
Florida
$1.21K – – –
GSEP
774
Golden State Equity Partners
California
$1.04K +$908 +6 New
VNA
775
Valley National Advisers
Pennsylvania
$1K – – –
29 30
31
32 33