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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
176
Coastline Trust
Rhode Island
$268K -$209K -2,360 -45%
DADC
177
D.A. Davidson & Co
Montana
$267K -$6.57K -74 -3%
SCA
178
Snowden Capital Advisors
New York
$255K +$241K +2,721 New
FT
179
Fiduciary Trust
Massachusetts
$254K -$26.6K -300 -10%
BWP
180
Baldwin Wealth Partners
Massachusetts
$249K – – –
CG
181
Caprock Group
Idaho
$248K -$939K -10,588 -80%
LIM
182
Leavell Investment Management
Alabama
$246K – – –
BCCM
183
Bridge Creek Capital Management
Massachusetts
$243K +$11.1K +125 +5%
VFA
184
Valeo Financial Advisors
Indiana
$236K +$224K +2,525 New
FIAS
185
FinTrust Investment Advisory Services
South Carolina
$227K +$216K +2,430 New
SHCM
186
Stokes & Hubbell Capital Management
Louisiana
$226K -$257K -2,900 -55%
SWM
187
Segment Wealth Management
Texas
$216K -$21.7K -245 -10%
QCMA
188
Quad Capital Management Advisors
New York
$215K +$204K +2,300 New
ISL
189
Ingalls & Snyder LLC
New York
$214K – – –
HNB
190
Huntington National Bank
Ohio
$211K – – –
FDCC
191
Foster Dykema Cabot & Co
Massachusetts
$202K -$22.8K -257 -11%
CA
192
Cetera Advisors
Colorado
$201K -$14.6K -164 -7%
MWM
193
Mascoma Wealth Management
New Hampshire
$187K -$24.4K -275 -12%
GRP
194
Global Retirement Partners
California
$174K +$89.2K +1,005 +117%
NFG
195
Next Financial Group
Texas
$169K -$149K -1,680 -48%
AF
196
Allworth Financial
California
$166K +$6.03K +68 +4%
GWS
197
Glassman Wealth Services
Virginia
$159K – – –
WTC
198
WhitTier Trust Company
Nevada
$155K -$12K -135 -8%
AFNAS
199
American Financial Network Advisory Services
California
$155K +$147K +1,652 New
VNA
200
Valley National Advisers
Pennsylvania
$153K +$355 +4 +0.2%
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8
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