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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Evercore Wealth Management
New York
$21K
CDIA
202
Capital Directions Investment Advisors
Georgia
$21K +$18.2K +200 +400%
ST
203
Smithfield Trust
Pennsylvania
$19K
CFA
204
Carroll Financial Associates
North Carolina
$18K -$159K -1,740 -88%
VNA
205
Valley National Advisers
Pennsylvania
$18K +$20.2K +221 New
AC
206
Alexandria Capital
Virginia
$17K
AA
207
Apriem Advisors
California
$17K +$18.2K +200 New
AFP
208
Ausdal Financial Partners
Iowa
$17K +$19.2K +210 New
TCOV
209
Trust Company of Vermont
Vermont
$16K
KM
210
Kalos Management
Georgia
$15K
WEC
211
Winslow Evans & Crocker
Massachusetts
$14.3K -$9.12K -100 -37%
RFA
212
Reilly Financial Advisors
California
$14K
APSP
213
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K
BKA
214
Brick & Kyle Associates
Pennsylvania
$12K
VIA
215
Vantage Investment Advisors
Pennsylvania
$12K
KCPG
216
Kavar Capital Partners Group
Kansas
$12K +$13.2K +145 New
WA
217
Winfield Associates
Ohio
$12K +$13.7K +150 New
AIA
218
Allegis Investment Advisors
Idaho
$10K +$10.9K +120 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$8K
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$7K -$18.8K -206 -70%
CWM
221
Cranbrook Wealth Management
Michigan
$7K -$6.11K -67 -43%
KKAMG
222
Kernodle & Katon Asset Management Group
Arkansas
$7K +$8.21K +90 New
HI
223
Hudock Inc
Pennsylvania
$5K
AIM
224
Advantage Investment Management
Iowa
$4K
AA
225
AlphaMark Advisors
Kentucky
$4K