We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
226
River Street Advisors
Illinois
$748K +$43.2K +269 +7%
SWM
227
Silverlake Wealth Management
Vermont
$747K +$54.8K +341 +9%
RIL
228
Rothschild Investment LLC
Illinois
$736K
PS
229
Principal Securities
Iowa
$730K -$3.86K -24 -0.6%
MWM
230
Maltin Wealth Management
New Jersey
$729K +$35.4K +220 +6%
IFWM
231
Institute for Wealth Management
Colorado
$724K +$24.1K +150 +4%
VA
232
Valmark Advisers
Ohio
$719K +$1.61K +10 +0.2%
IAS
233
Investment Advisory Services
Texas
$715K
HW
234
Hancock Whitney
Mississippi
$707K
NWMG
235
National Wealth Management Group
Ohio
$707K -$27.8K -173 -4%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$703K +$16.9K +105 +3%
MFA
237
McClarren Financial Advisors
Pennsylvania
$699K +$35.4K +220 +19%
CCB
238
Country Club Bank
Missouri
$695K
ML
239
McAdam LLC
Pennsylvania
$687K -$25.7K -160 -4%
BCA
240
Bay Colony Advisors
Massachusetts
$683K -$30.1K -187 -5%
PNC
241
Park National Corp
Ohio
$678K -$162K -1,009 -21%
FHC
242
First Heartland Consultants
Missouri
$674K +$161 +1 +0%
CSIA
243
Conrad Siegel Investment Advisors
Pennsylvania
$674K -$24.1K -150 -4%
BFAG
244
Blackston Financial Advisory Group
Florida
$664K +$613K +3,814 New
OC
245
Oppenheimer & Co
New York
$656K +$182K +1,135 +43%
MCC
246
Money Concepts Capital
Florida
$655K +$16.2K +101 +3%
CP
247
Creekside Partners
California
$655K +$321 +2 +0.1%
BW
248
Bison Wealth
Georgia
$654K -$122K -761 -17%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$654K -$6.91K -43 -1%
ACM
250
Advisors Capital Management
New Jersey
$653K +$13.8K +86 +2%