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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Edelman Financial Services
Virginia
$356K +$94.1K +789 +33%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$328K +$37.1K +311 +12%
CC
103
Callan Capital
California
$327K +$349K +2,930 New
TYCC
104
Texas Yale Capital Corp
Florida
$301K +$8.35K +70 +3%
LIM
105
Leavell Investment Management
Alabama
$296K +$316K +2,650 New
SWP
106
Stratos Wealth Partners
Ohio
$292K +$311K +2,612 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$285K +$304K +2,550 New
WIC
108
Woodmont Investment Counsel
Tennessee
$282K -$139K -1,170 -32%
CCM
109
Covington Capital Management
California
$273K -$656K -5,500 -69%
MFS
110
MSI Financial Services
Massachusetts
$270K -$446K -3,738 -61%
DAS
111
Dynamic Advisor Solutions
Arizona
$270K +$289K +2,420 New
CMBA
112
C.M. Bidwell & Associates
Hawaii
$268K +$286K +2,400 New
Simplex Trading
113
Simplex Trading
Illinois
$246K +$262K +2,201 New
NG
114
Northstar Group
New York
$245K +$262K +2,200 New
NCMW
115
Northern Capital Management (Wisconsin)
Wisconsin
$244K -$131K -1,100 -33%
BC
116
Burney Company
Virginia
$244K -$1.07K -9 -0.4%
FFA
117
First Foundation Advisors
California
$243K +$259K +2,175 New
KeyBank National Association
118
KeyBank National Association
Ohio
$238K +$11.9K +100 +5%
GC
119
Gibson Capital
Pennsylvania
$236K
MIAN
120
Mariner Independent Advisor Network
Kansas
$227K +$242K +2,033 New
US Bancorp
121
US Bancorp
Minnesota
$224K +$19.1K +160 +9%
CT
122
Coastline Trust
Rhode Island
$218K
LIA
123
LS Investment Advisors
Michigan
$218K
SCM
124
Southport Capital Management
Tennessee
$212K
VFS
125
VSR Financial Services
Kansas
$208K +$222K +1,866 New