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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
226
Relative Value Partners Group
$304K
MWM
227
Mission Wealth Management
California
$299K
NB
228
Northwest Bancshares
Pennsylvania
$299K
PWM
229
Praetorian Wealth Management
California
$299K +$11.2K +77 +4%
SFS
230
Summit Financial Strategies
Ohio
$297K
PD
231
Planning Directions
Pennsylvania
$289K +$9.64K +66 +3%
NEWAS
232
N.E.W. Advisory Services
Wisconsin
$288K -$3.65K -25 -1%
AWA
233
Acorn Wealth Advisors
Michigan
$288K +$27.9K +191 +10%
GLLW
234
Graves Light Lenhart Wealth
Virginia
$281K
CFG
235
Citizens Financial Group
Rhode Island
$279K +$291K +1,991 New
JIC
236
Joel Isaacson & Co
New York
$278K
Citadel Advisors
237
Citadel Advisors
Florida
$277K -$2.57M -17,568 -90%
MOS
238
MGO One Seven
Ohio
$277K +$17.8K +122 +7%
OPS
239
Orion Portfolio Solutions
Nebraska
$276K +$66.4K +455 +30%
WLIM
240
White Lighthouse Investment Management
Massachusetts
$274K +$28.2K +193 +11%
PCM
241
Poehling Capital Management
Wisconsin
$271K
SIAP
242
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$271K +$14.6K +100 +5%
EGWAG
243
Elwood & Goetz Wealth Advisory Group
Georgia
$266K
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K
EH
245
Equitable Holdings
New York
$262K +$37.8K +259 +16%
FCA
246
FLC Capital Advisors
California
$262K +$274K +1,880 New
CBFP
247
Cedar Brook Financial Partners
Ohio
$261K +$23.8K +163 +10%
LIM
248
Leavell Investment Management
Alabama
$259K +$19.1K +131 +8%
PP
249
Patten & Patten
Tennessee
$259K +$30.7K +210 +13%
AWM
250
Aevitas Wealth Management
Massachusetts
$256K