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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$322K +$309K +2,505 New
EFS
77
Edelman Financial Services
Virginia
$305K +$19.7K +160 +7%
BC
78
Burney Company
Virginia
$288K -$6.29K -51 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$286K +$89.7K +728 +49%
HighTower Advisors
80
HighTower Advisors
Illinois
$261K -$535K -4,343 -68%
KIA
81
KCM Investment Advisors
California
$260K +$250K +2,025 New
KeyBank National Association
82
KeyBank National Association
Ohio
$256K +$246K +1,992 New
CT
83
Coastline Trust
Rhode Island
$250K
LIA
84
LS Investment Advisors
Michigan
$250K +$126K +1,025 +111%
LS
85
Lattice Strategies
Pennsylvania
$248K -$61.6K -500 -21%
SCM
86
Southport Capital Management
Tennessee
$244K
WA
87
WBH Advisory
Maryland
$244K
1GA
88
1st Global Advisors
Texas
$234K
FT
89
Fiduciary Trust
Massachusetts
$223K -$20.3K -165 -9%
DAS
90
Dynamic Advisor Solutions
Arizona
$221K -$12.3K -100 -5%
WTC
91
WhitTier Trust Company
Nevada
$200K
IFWM
92
Institute for Wealth Management
Colorado
$182K -$28.7K -233 -14%
CFA
93
CT Financial Advisors
Pennsylvania
$180K +$204K +1,651 New
RIA
94
Regal Investment Advisors
Michigan
$170K +$21K +170 +15%
MFS
95
MSI Financial Services
Massachusetts
$168K +$107K +865 +197%
ACM
96
Antonetti Capital Management
Florida
$158K -$44.8K -363 -23%
JIC
97
Joel Isaacson & Co
New York
$154K +$148K +1,200 New
SG Americas Securities
98
SG Americas Securities
New York
$129K +$124K +1,002 New
HPBT
99
High Point Bank & Trust
North Carolina
$128K
MA
100
MUFG Americas
New York
$99K +$49.3K +400 +107%