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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Loveless Wealth Management
Montana
$227K
RSWM
227
Robertson Stephens Wealth Management
California
$225K +$226K +1,747 New
AWM
228
Aevitas Wealth Management
Massachusetts
$221K -$4.92K -38 -2%
TNB
229
TCF National Bank
South Dakota
$221K +$222K +1,715 New
EGWAG
230
Elwood & Goetz Wealth Advisory Group
Georgia
$219K
WHG
231
Westwood Holdings Group
Texas
$218K
MFP
232
Meridian Financial Partners
Virginia
$217K +$200K +1,546 New
OEP
233
Ocean Endowment Partners
Illinois
$217K +$214K +1,653 New
CWM
234
Cabot Wealth Management
Massachusetts
$216K -$34.4K -266 -14%
EH
235
Equitable Holdings
New York
$215K -$42.2K -326 -16%
LIM
236
Leavell Investment Management
Alabama
$215K
GT
237
Glenmede Trust
Pennsylvania
$212K +$103K +800 +95%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$211K +$212K +1,635 New
WIA
239
World Investment Advisors
California
$208K
MC
240
Moors & Cabot
Massachusetts
$207K +$207K +1,600 New
SFS
241
Summit Financial Strategies
Ohio
$207K +$208K +1,607 New
William Blair & Company
242
William Blair & Company
Illinois
$193K +$89K +688 +85%
PCIA
243
Prime Capital Investment Advisors
Kansas
$187K -$69.9K -540 -27%
NSIM
244
North Star Investment Management
Illinois
$182K +$16.8K +130 +10%
JP Morgan Chase
245
JP Morgan Chase
New York
$167K +$11K +85 +7%
SIAP
246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$165K
RIM
247
Rockbridge Investment Management
New York
$160K -$1.55K -12 -1%
US Bancorp
248
US Bancorp
Minnesota
$159K
SPIA
249
Steward Partners Investment Advisory
New York
$152K -$13.7K -106 -8%
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
$151K -$27.7M -213,800 -99%