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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
JCM
202
Jacobi Capital Management
Pennsylvania
$128K +$25.9K +292 +27%
SEI Investments
203
SEI Investments
Pennsylvania
$128K +$99.3K +1,119 +446%
TWA
204
TCI Wealth Advisors
Arizona
$122K – – –
EDRH
205
Edmond de Rothschild Holding
Switzerland
$117K – – –
CAL
206
Capital Advisors Ltd
Ohio
$109K – – –
GWM
207
Geneos Wealth Management
Colorado
$103K -$5.59K -63 -5%
US Bancorp
208
US Bancorp
Minnesota
$96K -$621 -7 -0.7%
AIM
209
Anchor Investment Management
South Carolina
$91.3K +$86.6K +976 New
WT
210
Whittier Trust
California
$89K – – –
VIA
211
Vantage Investment Advisors
Pennsylvania
$88K – – –
PCP
212
Proficio Capital Partners
Massachusetts
$75K – – –
First Manhattan
213
First Manhattan
New York
$74K – – –
RWM
214
Raffa Wealth Management
District of Columbia
$73K – – –
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.9K – – –
IA
216
IndexIQ Advisors
New York
$69K -$33K -372 -33%
CTC
217
Central Trust Company
Missouri
$67K -$4.08K -46 -6%
ZB
218
Zions Bancorporation
Utah
$67K – – –
PCFFS
219
Pacific Center for Financial Services
California
$64K – – –
FIB
220
First Interstate Bank
Montana
$56K +$53.2K +600 New
HT
221
Heritage Trust
Oklahoma
$53K +$34.9K +393 +225%
IWM
222
IHT Wealth Management
Illinois
$51K -$4.17K -47 -8%
BP
223
Ballentine Partners
Massachusetts
$49K – – –
WB
224
Webster Bank
Connecticut
$47K – – –
CCM
225
Covington Capital Management
California
$47K +$44.4K +500 New