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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
226
Brandywine Oak Private Wealth
Pennsylvania
$474K -$36.3K -240 -8%
TF
227
Trek Financial
Arizona
$471K -$219K -1,445 -33%
CSI
228
Cross Staff Investments
New York
$470K
Northern Trust
229
Northern Trust
Illinois
$465K +$33.4K +221 +8%
JP Morgan Chase
230
JP Morgan Chase
New York
$464K +$170K +1,121 +64%
FPW
231
Flagship Private Wealth
Massachusetts
$462K +$302 +2 +0.1%
WE
232
Wealth Effects
Massachusetts
$460K
MOS
233
MGO One Seven
Ohio
$460K +$141K +930 +49%
AWS
234
AJ Wealth Strategies
New York
$458K +$1.97K +13 +0.5%
EAM
235
Evanson Asset Management
California
$455K +$15.4K +102 +4%
WANY
236
Wealthspire Advisors (New York)
New York
$453K -$14.7K -97 -3%
FSC
237
Full Sail Capital
Oklahoma
$453K
FB
238
First Bancorp
Maine
$452K -$8.16K -54 -2%
ACP
239
Aveo Capital Partners
Colorado
$444K -$61.2K -405 -13%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$443K
OWM
241
OneAscent Wealth Management
Alabama
$441K +$412K +2,726 New
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$436K -$165K -1,092 -29%
MFP
243
Meridian Financial Partners
Virginia
$435K +$5.44K +36 +1%
RPCONE
244
Retirement Planning Company of New England
Rhode Island
$432K +$907 +6 +0.2%
AWM
245
Aevitas Wealth Management
Massachusetts
$432K +$121K +800 +43%
MTC
246
Matrix Trust Company
Colorado
$424K +$13.2K +87 +3%
CWM
247
Cornerstone Wealth Management
Missouri
$417K +$390K +2,576 New
WEG
248
World Equity Group
Illinois
$417K +$389K +2,575 New
HNB
249
Huntington National Bank
Ohio
$414K
AWE
250
Avidian Wealth Enterprises
Texas
$407K +$1.51K +10 +0.4%