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Vanguard Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
201
Meristem Family Wealth
Minnesota
$376K +$354K +5,533 New
LFF
202
Level Four Financial
Texas
$374K -$186K -2,911 -35%
APA
203
American Portfolios Advisors
New York
$374K +$188K +2,942 +115%
HSA
204
HBK Sorce Advisory
Pennsylvania
$360K +$8.38K +131 +3%
IA
205
IFG Advisory
Georgia
$357K -$21.4K -335 -6%
RMAM
206
Raab & Moskowitz Asset Management
New Jersey
$357K +$337K +5,264 New
CA
207
Cambridge Advisors
Nebraska
$353K
FWM
208
Frontier Wealth Management
Missouri
$353K +$64 +1 +0%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$347K
CAG
210
Csenge Advisory Group
Florida
$347K +$46.9K +733 +16%
MGIA
211
Moneta Group Investment Advisors
Missouri
$344K +$323K +5,059 New
UCFA
212
United Capital Financial Advisors
Texas
$343K +$1.34K +21 +0.4%
NFG
213
Nations Financial Group
Iowa
$343K +$27.9K +437 +9%
NCM
214
Northside Capital Management
Oregon
$339K
VIM
215
Vista Investment Management
Pennsylvania
$336K
BWM
216
Birchcreek Wealth Management
Ohio
$335K -$225K -3,517 -42%
SCA
217
Snowden Capital Advisors
New York
$334K +$4.54K +71 +1%
CCB
218
Cutter & Co Brokerage
Missouri
$331K +$312K +4,872 New
BDF
219
Black Diamond Financial
Maryland
$316K
SWA
220
Stratos Wealth Advisors
Ohio
$313K +$38.7K +606 +15%
DI
221
Disciplined Investments
Oklahoma
$307K
PPA
222
Parametric Portfolio Associates
Washington
$305K +$287K +4,490 New
MSFS
223
Main Street Financial Solutions
Pennsylvania
$293K -$8.82K -138 -3%
CI
224
Ceera Investments
Texas
$289K +$272K +4,250 New
CWS
225
Cypress Wealth Services
California
$286K +$17.6K +275 +7%