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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$1.6M +$291K +2,394 +22%
MFAM
177
M Financial Asset Management
Oregon
$1.57M -$31.9K -262 -2%
NF
178
Nvest Financial
New Hampshire
$1.57M +$112K +919 +8%
SWP
179
Stratos Wealth Partners
Ohio
$1.57M +$7.67K +63 +0.5%
BFS
180
Bard Financial Services
Connecticut
$1.57M
GSIS
181
Global Strategic Investment Solutions
Arizona
$1.55M
Fisher Asset Management
182
Fisher Asset Management
Washington
$1.54M -$471K -3,872 -23%
EWA
183
Evolution Wealth Advisors
Florida
$1.52M +$66.3K +545 +5%
MWM
184
Moran Wealth Management
Florida
$1.52M +$1.52M +12,520 New
SG
185
Sharper & Granite
California
$1.51M +$1.52M +12,476 New
TFA
186
Tranquilli Financial Advisor
New Jersey
$1.5M +$1.5M +12,343 New
LNC
187
Lincoln National Corp
Pennsylvania
$1.5M +$401K +3,297 +36%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$1.48M +$665K +5,461 +81%
PIMG
189
Patriot Investment Management Group
Tennessee
$1.46M +$6.94K +57 +0.5%
TF
190
TIAA FSB
Florida
$1.46M -$23.4K -192 -2%
CFG
191
Citizens Financial Group
Rhode Island
$1.46M +$18.5K +152 +1%
EAM
192
Evanson Asset Management
California
$1.46M +$1.58K +13 +0.1%
IA
193
Insight Advisors
Pennsylvania
$1.44M +$108K +891 +8%
PFM
194
Phillips Financial Management
Indiana
$1.42M +$25.4K +209 +2%
TAIM
195
TD Ameritrade Investment Management
Nebraska
$1.38M -$303K -2,493 -18%
BEAM
196
Baker Ellis Asset Management
Washington
$1.37M +$317K +2,600 +30%
FFN
197
Focus Financial Network
Minnesota
$1.37M +$139K +1,144 +11%
TAM
198
Tocqueville Asset Management
New York
$1.37M +$1.37M +11,255 New
AIFAIM
199
American Institute for Advanced Investment Management
Arizona
$1.35M +$53.4K +439 +4%
FWP
200
FAS Wealth Partners
Kansas
$1.35M +$81.9K +673 +6%