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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
Weik Capital Management
Pennsylvania
$219K – – –
BRWA
202
B. Riley Wealth Advisors
Florida
$218K -$27.2K -349 -12%
BWP
203
Baldwin Wealth Partners
Massachusetts
$217K – – –
HWA
204
Heartwood Wealth Advisors
Virginia
$208K +$199K +2,556 New
HCM
205
Hollencrest Capital Management
California
$208K +$199K +2,556 New
OIA
206
OneDigital Investment Advisors
Kansas
$207K -$57.1K -734 -22%
CCM
207
Covington Capital Management
California
$206K +$56.8K +730 +41%
WWM
208
Western Wealth Management
Colorado
$204K -$6.3K -81 -3%
IWM
209
IHT Wealth Management
Illinois
$204K +$195K +2,501 New
CIC
210
Cutler Investment Counsel
Oregon
$203K +$194K +2,489 New
HIIFS
211
Harel Insurance Investments & Financial Services
Israel
$194K +$185K +2,380 New
APA
212
American Portfolios Advisors
New York
$193K -$10.4K -133 -5%
LWM
213
Liberty Wealth Management
California
$189K -$19.3K -248 -10%
JCM
214
Jacobi Capital Management
Pennsylvania
$186K -$10.7K -137 -6%
IA
215
IndexIQ Advisors
New York
$183K -$101K -1,292 -37%
LFG
216
LifePlan Financial Group
Ohio
$181K -$11.7K -150 -6%
WT
217
Whittier Trust
California
$157K – – –
FCA
218
FinTrust Capital Advisors
South Carolina
$148K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$148K +$142K +1,821 New
AA
220
Advisory Alpha
Michigan
$134K -$39K -501 -23%
FPB
221
First PREMIER Bank
South Dakota
$122K – – –
TWA
222
TCI Wealth Advisors
Arizona
$116K +$3.04K +39 +3%
SFPG
223
Stonebridge Financial Planning Group
Florida
$108K +$104K +1,330 New
FWP
224
FAS Wealth Partners
Kansas
$105K +$100K +1,290 New
AF
225
Allworth Financial
California
$104K -$19K -244 -16%
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9
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