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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$437K +$9.83K +141 +2%
RDWM
202
Red Door Wealth Management
Tennessee
$435K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$434K -$28K -402 -6%
TP
204
Tranquility Partners
Tennessee
$420K – – –
MFW
205
Meristem Family Wealth
Minnesota
$409K – – –
CIP
206
Capital Insight Partners
Arizona
$404K – – –
PFA
207
Paradigm Financial Advisors
Missouri
$398K +$86.3K +1,237 +30%
IA
208
IFG Advisory
Georgia
$392K -$4.81K -69 -1%
LDB
209
Lee, Danner & Bass
Tennessee
$386K +$133K +1,914 +58%
CWS
210
Cypress Wealth Services
California
$385K +$29.3K +420 +9%
FWM
211
Frontier Wealth Management
Missouri
$384K +$3.49K +50 +1%
PFS
212
Prospera Financial Services
Texas
$378K +$62.6K +898 +21%
NFG
213
Nations Financial Group
Iowa
$376K +$558 +8 +0.2%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$370K +$349K +5,005 New
VIM
215
Vista Investment Management
Pennsylvania
$369K +$2.93K +42 +0.8%
ACM
216
Advisors Capital Management
New Jersey
$368K +$23.7K +340 +7%
BWL
217
Bogart Wealth LLC
Virginia
$368K +$55.8K +800 +19%
HIC
218
Holderness Investments Company
North Carolina
$367K +$45K +645 +15%
CA
219
Cambridge Advisors
Nebraska
$365K -$17.4K -250 -5%
SCA
220
Snowden Capital Advisors
New York
$363K +$7.39K +106 +2%
OC
221
Oppenheimer & Co
New York
$362K +$136K +1,957 +67%
PWM
222
Praetorian Wealth Management
California
$358K +$34.7K +498 +11%
MSFS
223
Main Street Financial Solutions
Pennsylvania
$355K – – –
NCM
224
Northside Capital Management
Oregon
$353K – – –
APA
225
American Portfolios Advisors
New York
$351K -$112K -1,611 -25%
7 8
9
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