We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
226
Starfire Investment Advisers
Michigan
$254K +$250K +1,779 New
Neuberger Berman Group
227
Neuberger Berman Group
New York
$253K
CAMG
228
CWA Asset Management Group
Florida
$253K +$249K +1,773 New
LWM
229
Loveless Wealth Management
Montana
$248K +$248K +1,760 New
HTC
230
Haverford Trust Company
Pennsylvania
$246K
SCG
231
Sonata Capital Group
Washington
$246K +$2.81K +20 +1%
WHG
232
Westwood Holdings Group
Texas
$241K
HIS
233
Harvest Investment Services
Illinois
$239K +$236K +1,679 New
PFA
234
Pathway Financial Advisors
Vermont
$237K
AWM
235
Aevitas Wealth Management
Massachusetts
$237K +$17.4K +124 +8%
IA
236
IFP Advisors
Florida
$222K +$27.6K +196 +14%
DADC
237
D.A. Davidson & Co
Montana
$220K +$217K +1,542 New
PCM
238
Poehling Capital Management
Wisconsin
$214K
RWM
239
Rench Wealth Management
Texas
$211K -$41.6K -296 -17%
MFP
240
Meridian Financial Partners
Virginia
$203K +$202K +1,438 New
SCA
241
Spearhead Capital Advisors
Florida
$202K +$199K +1,414 New
CWM
242
Campbell Wealth Management
Virginia
$201K -$135K -958 -41%
SIAP
243
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$200K
SWM
244
Selective Wealth Management
Virginia
$199K -$80.9K -575 -29%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$191K +$1.13K +8 +0.6%
FGAM
246
Financial Gravity Asset Management
Texas
$187K +$57K +405 +71%
KPW
247
Kore Private Wealth
New York
$187K +$184K +1,310 New
CB
248
Community Bank
New York
$180K -$141 -1 -0.1%
NSIM
249
North Star Investment Management
Illinois
$180K +$2.67K +19 +2%
CFG
250
Capstone Financial Group
Oklahoma
$166K +$163K +1,161 New