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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
226
Graves Light Lenhart Wealth
Virginia
$280K +$717 +5 +0.2%
I2I
227
Insight 2811 Inc
Illinois
$280K +$289K +2,020 New
PD
228
Planning Directions
Pennsylvania
$279K +$11.3K +79 +4%
JIC
229
Joel Isaacson & Co
New York
$278K
PCM
230
Poehling Capital Management
Wisconsin
$271K
DWM
231
Doyle Wealth Management
Florida
$269K -$28.5K -199 -9%
CANC
232
Culbertson A N & Co
Virginia
$267K
EGWAG
233
Elwood & Goetz Wealth Advisory Group
Georgia
$265K +$26.1K +182 +11%
SI
234
Stephens Inc
Arkansas
$264K -$1.86K -13 -0.7%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$7.88K +55 +3%
AWA
236
Acorn Wealth Advisors
Michigan
$261K -$29.1K -203 -10%
FRA
237
Front Row Advisors
California
$259K -$3.3K -23 -1%
SIAP
238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K
OL
239
Optas LLC
Texas
$256K
AWM
240
Aevitas Wealth Management
Massachusetts
$255K +$7.6K +53 +3%
WLIM
241
White Lighthouse Investment Management
Massachusetts
$246K +$4.44K +31 +2%
MOS
242
MGO One Seven
Ohio
$246K +$254K +1,775 New
LWM
243
Loveless Wealth Management
Montana
$244K
GWM
244
Geneos Wealth Management
Colorado
$241K -$1.05M -7,343 -81%
LIM
245
Leavell Investment Management
Alabama
$241K
CBFP
246
Cedar Brook Financial Partners
Ohio
$238K -$125K -869 -34%
SB
247
Strategic Blueprint
Georgia
$238K
OC
248
Oppenheimer & Co
New York
$238K +$35.7K +249 +17%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$238K +$169K +1,176 +225%
HWMA
250
Heritage Wealth Management (Arizona)
Arizona
$236K +$244K +1,700 New