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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$456K -$2.11M -13,399 -82%
VHAM
227
Van Hulzen Asset Management
California
$456K -$13.5K -86 -3%
AWM
228
Aevitas Wealth Management
Massachusetts
$456K +$51.2K +325 +12%
SPIA
229
Steward Partners Investment Advisory
New York
$453K -$112K -710 -19%
TF
230
Trek Financial
Arizona
$444K
CSI
231
Cross Staff Investments
New York
$443K
LIM
232
Leavell Investment Management
Alabama
$442K +$151K +960 +49%
FPW
233
Flagship Private Wealth
Massachusetts
$435K +$472 +3 +0.1%
WE
234
Wealth Effects
Massachusetts
$434K
AWS
235
AJ Wealth Strategies
New York
$434K +$2.2K +14 +0.5%
JP Morgan Chase
236
JP Morgan Chase
New York
$429K -$8.5K -54 -2%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$422K
AWA
238
Arkadios Wealth Advisors
Georgia
$418K +$139K +886 +48%
Wealthfront Advisers
239
Wealthfront Advisers
California
$417K +$431K +2,737 New
OWM
240
OneAscent Wealth Management
Alabama
$410K -$5.19K -33 -1%
MTC
241
Matrix Trust Company
Colorado
$410K +$11.2K +71 +3%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$405K -$5.04K -32 -1%
MWM
243
Modera Wealth Management
New Jersey
$403K -$49.3K -313 -11%
RPCONE
244
Retirement Planning Company of New England
Rhode Island
$402K -$4.72K -30 -1%
BOPW
245
Brandywine Oak Private Wealth
Pennsylvania
$397K -$51.2K -325 -11%
WEG
246
World Equity Group
Illinois
$386K -$6.77K -43 -2%
AWE
247
Avidian Wealth Enterprises
Texas
$385K +$1.89K +12 +0.5%
ACM
248
Advisors Capital Management
New Jersey
$385K +$19.8K +126 +5%
NIM
249
Northeast Investment Management
Massachusetts
$380K
NG
250
Northstar Group
New York
$376K