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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
176
Twin Focus Capital Partners
Massachusetts
$319K – – –
LNC
177
Lincoln National Corp
Pennsylvania
$319K +$288K +6,163 New
LDFR
178
Lehman & Derafelo Financial Resources
Pennsylvania
$317K +$269K +5,750 +1,593%
GWM
179
Gray Wealth Management
Maine
$309K -$62.7K -1,341 -19%
AWE
180
Avidian Wealth Enterprises
Texas
$307K +$277K +5,928 New
FI
181
FormulaFolio Investments
Michigan
$305K +$13.7K +294 +5%
TP
182
Tranquility Partners
Tennessee
$298K – – –
IA
183
IFG Advisory
Georgia
$290K +$262K +5,599 New
CF
184
Centaurus Financial
California
$282K +$36.8K +788 +17%
FP
185
Financial Perspectives
Minnesota
$270K +$66.9K +1,431 +38%
FWM
186
Frontier Wealth Management
Missouri
$270K +$243K +5,197 New
CA
187
Cambridge Advisors
Nebraska
$269K – – –
HSA
188
HBK Sorce Advisory
Pennsylvania
$267K – – –
UCFA
189
United Capital Financial Advisors
Texas
$261K -$96.5K -2,065 -29%
IFG
190
Independent Financial Group
California
$258K +$233K +4,976 New
NCM
191
Northside Capital Management
Oregon
$258K -$2.01M -42,927 -90%
VIM
192
Vista Investment Management
Pennsylvania
$256K -$2.48K -53 -1%
SCA
193
Snowden Capital Advisors
New York
$251K -$81.8K -1,751 -27%
MAFM
194
Mid Atlantic Financial Management
Pennsylvania
$243K -$21.4K -457 -9%
BDF
195
Black Diamond Financial
Maryland
$241K +$217K +4,649 New
NFG
196
Nations Financial Group
Iowa
$239K +$215K +4,603 New
DI
197
Disciplined Investments
Oklahoma
$234K -$9.91K -212 -4%
CAG
198
Csenge Advisory Group
Florida
$232K +$209K +4,464 New
MSFS
199
Main Street Financial Solutions
Pennsylvania
$231K +$208K +4,448 New
MIAS
200
Mason Investment Advisory Services
Virginia
$229K +$207K +4,418 New
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