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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
176
Trinity Legacy Partners
Texas
$222K +$219K +4,447 New
AIS
177
American Investment Services
Massachusetts
$219K -$269K -5,462 -56%
PPCM
178
Pillar Pacific Capital Management
California
$213K +$209K +4,227 New
FPCM
179
Financial Partners Capital Management
New York
$210K +$206K +4,176 New
GC
180
Garde Capital
Washington
$208K +$204K +4,138 New
IP
181
Investment Partners
Ohio
$205K +$201K +4,080 New
BW
182
Bison Wealth
Georgia
$204K +$9.97K +202 +5%
CIC
183
Cutler Investment Counsel
Oregon
$202K +$198K +4,008 New
IRAG
184
Investment Research & Advisory Group
Georgia
$199K +$196K +3,965 New
BAM
185
Belpointe Asset Management
Nevada
$198K +$194K +3,942 New
CFGS
186
Concourse Financial Group Securities
Alabama
$152K +$59.3K +1,201 +66%
CFG
187
Citizens Financial Group
Rhode Island
$142K +$139K +2,819 New
FCM
188
Firestone Capital Management
Florida
$138K -$22.8K -463 -14%
CAAS
189
Capital Asset Advisory Services
Michigan
$133K +$32.2K +652 +34%
ACA
190
Aptus Capital Advisors
Alabama
$131K +$129K +2,610 New
LFG
191
LifePlan Financial Group
Ohio
$128K -$247 -5 -0.2%
LWANC
192
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K – – –
SPIA
193
Steward Partners Investment Advisory
New York
$119K -$112K -2,280 -49%
APA
194
American Portfolios Advisors
New York
$116K +$34.4K +697 +43%
MPCG
195
Matrix Private Capital Group
New York
$112K -$11.8K -240 -10%
HIIFS
196
Harel Insurance Investments & Financial Services
Israel
$111K -$3.5K -71 -3%
KTC
197
Kistler-Tiffany Companies
Pennsylvania
$110K -$70.2K -1,422 -39%
WTC
198
WhitTier Trust Company
Nevada
$102K -$79.1K -1,604 -44%
FCA
199
FinTrust Capital Advisors
South Carolina
$101K +$17.3K +350 +21%
ED
200
Exane Derivatives
France
$101K – – –
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8
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