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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
226
First Financial Corp
Indiana
$800K +$50.7K +300 +7%
SCA
227
Sulzberger Capital Advisors
Florida
$790K -$433K -2,562 -36%
KPWS
228
Kestra Private Wealth Services
Texas
$788K -$7.26K -43 -0.9%
IFA
229
Interactive Financial Advisors
Illinois
$784K -$4.73K -28 -0.6%
PS
230
Principal Securities
Iowa
$784K – – –
CSP
231
Cary Street Partners
Virginia
$779K +$43.1K +255 +6%
FWA
232
Flagship Wealth Advisors
Massachusetts
$768K -$166K -980 -18%
RIL
233
Rothschild Investment LLC
Illinois
$767K +$13.3K +79 +2%
HW
234
Hancock Whitney
Mississippi
$762K – – –
MA
235
Mutual Advisors
Nebraska
$758K -$95.4K -565 -11%
MWM
236
Maltin Wealth Management
New Jersey
$758K +$31.8K +188 +4%
CIA
237
Choate Investment Advisors
Massachusetts
$748K – – –
QCM
238
Quantinno Capital Management
New York
$736K +$287K +1,699 +65%
SM
239
Sweeney & Michel
California
$733K +$782K +4,631 New
TF
240
Tudor Financial
Ohio
$733K +$8.11K +48 +1%
CA
241
Calton & Associates
Florida
$732K +$724K +4,288 New
PFS
242
Prospera Financial Services
Texas
$728K +$73.7K +436 +11%
MCC
243
Money Concepts Capital
Florida
$727K -$12.7K -75 -2%
RSA
244
River Street Advisors
Illinois
$724K +$7.43K +44 +1%
IWM
245
IHT Wealth Management
Illinois
$717K +$13.9K +82 +2%
CIA
246
Concurrent Investment Advisors
Florida
$714K +$472K +2,792 +201%
EWA
247
EP Wealth Advisors
California
$714K -$84.8K -502 -11%
VA
248
Valmark Advisers
Ohio
$707K +$1.86K +11 +0.3%
IAS
249
Investment Advisory Services
Texas
$702K – – –
CL
250
Choreo LLC
Illinois
$701K +$76.7K +454 +12%
8 9
10
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