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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$618K +$587K +3,942 New
VA
227
Valmark Advisers
Ohio
$609K -$58.4K -392 -9%
BCA
228
Bay Colony Advisors
Massachusetts
$608K +$56.5K +379 +10%
ML
229
McAdam LLC
Pennsylvania
$608K -$13.3K -89 -2%
IAS
230
Investment Advisory Services
Texas
$608K
LIM
231
Leavell Investment Management
Alabama
$606K +$68.5K +460 +13%
CCB
232
Country Club Bank
Missouri
$603K
HW
233
Hancock Whitney
Mississippi
$601K
CKAIS
234
Christensen King & Associates Investment Services
Washington
$596K
RSA
235
River Street Advisors
Illinois
$596K -$13.3K -89 -2%
CSIA
236
Conrad Siegel Investment Advisors
Pennsylvania
$595K
IFWM
237
Institute for Wealth Management
Colorado
$593K +$598K +4,010 New
MWM
238
Maltin Wealth Management
New Jersey
$587K +$11.2K +75 +2%
CJ
239
Caitlin John
Michigan
$584K +$308K +2,068 +110%
SWM
240
Silverlake Wealth Management
Vermont
$584K +$588K +3,948 New
BCWM
241
Bartlett & Co Wealth Management
Ohio
$582K
FHC
242
First Heartland Consultants
Missouri
$573K -$3.58K -24 -0.6%
ACA
243
Atlas Capital Advisors
Wyoming
$572K +$328K +2,199 +132%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$566K +$33.2K +223 +6%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$562K -$27K -181 -5%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$559K -$101K -675 -15%
CP
247
Creekside Partners
California
$556K +$560K +3,759 New
BA
248
BCM Advisors
Louisiana
$556K
ACM
249
Advisors Capital Management
New Jersey
$542K +$50.4K +338 +10%
MCC
250
Money Concepts Capital
Florida
$542K +$19.4K +130 +4%