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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$221K +$6.32K +69 +2%
IA
202
IndexIQ Advisors
New York
$221K +$79.2K +865 +43%
DI
203
Diligent Investors
California
$218K -$37.4K -409 -13%
FT
204
Fiduciary Trust
Massachusetts
$218K +$8.33K +91 +3%
CIC
205
Cutler Investment Counsel
Oregon
$217K -$20.5K -224 -7%
APA
206
American Portfolios Advisors
New York
$214K +$24.6K +269 +11%
CCM
207
Covington Capital Management
California
$212K +$206K +2,250 +450%
WWM
208
Western Wealth Management
Colorado
$210K +$249K +2,719 New
SWM
209
Segment Wealth Management
Texas
$208K +$36.6K +400 +17%
BWP
210
Baldwin Wealth Partners
Massachusetts
$205K
LWM
211
Liberty Wealth Management
California
$205K +$244K +2,660 New
FCA
212
FinTrust Capital Advisors
South Carolina
$203K +$241K +2,637 New
FWM
213
Frontier Wealth Management
Missouri
$202K +$20.8K +227 +9%
IA
214
IFP Advisors
Florida
$201K -$103K -1,123 -30%
ZIG
215
Zurich Insurance Group
Switzerland
$187K +$222K +2,430 New
CFGS
216
Concourse Financial Group Securities
Alabama
$167K +$159K +1,740 +399%
DWM
217
Doyle Wealth Management
Florida
$157K +$186K +2,030 New
US Bancorp
218
US Bancorp
Minnesota
$155K +$1.65K +18 +0.9%
WT
219
Whittier Trust
California
$151K +$64.5K +705 +56%
JHCP
220
Jackson Hole Capital Partners
Oklahoma
$148K +$176K +1,925 New
JCM
221
Jacobi Capital Management
Pennsylvania
$147K +$42.7K +466 +32%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$140K +$163K +1,783 +6,368%
CAGAS
223
Capital Advisory Group Advisory Services
Minnesota
$134K +$7.32K +80 +5%
FHA
224
Flagship Harbor Advisors
Massachusetts
$133K -$9.43K -103 -6%
AF
225
Allworth Financial
California
$129K -$4.21K -46 -3%