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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$906K -$110K -635 -11%
GCM
227
Gibraltar Capital Management
Oklahoma
$901K +$17.3K +100 +2%
NWA
228
Navis Wealth Advisors
New York
$883K
KPWS
229
Kestra Private Wealth Services
Texas
$873K +$57.3K +332 +7%
SS
230
SBI Securities
Japan
$871K -$52.8K -306 -6%
PCIA
231
Prime Capital Investment Advisors
Kansas
$859K -$306K -1,776 -27%
NRI
232
NFP Retirement Inc
California
$852K +$10.3K +60 +1%
MTC
233
Matrix Trust Company
Colorado
$851K -$40.2K -233 -5%
FFA
234
Founders Financial Alliance
North Carolina
$847K +$345 +2 +0%
VFG
235
V2 Financial group
Illinois
$847K
AFG
236
Atomi Financial Group
New York
$847K +$433K +2,510 +110%
BIG
237
Brookwood Investment Group
Arizona
$839K -$58.8K -341 -7%
CI
238
CX Institutional
Indiana
$838K -$642K -3,723 -44%
SM
239
Sweeney & Michel
California
$827K +$2.76K +16 +0.3%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$819K +$94.9K +550 +13%
FFC
241
First Financial Corp
Indiana
$817K -$9.66K -56 -1%
SCA
242
Sulzberger Capital Advisors
Florida
$817K
BlackRock
243
BlackRock
New York
$812K +$302K +1,753 +62%
IFA
244
Interactive Financial Advisors
Illinois
$812K +$1.73K +10 +0.2%
IWM
245
IHT Wealth Management
Illinois
$807K +$64.5K +374 +9%
FHC
246
First Heartland Consultants
Missouri
$801K -$540K -3,130 -41%
PNC
247
Park National Corp
Ohio
$800K +$85.7K +497 +12%
MWM
248
Maltin Wealth Management
New Jersey
$788K +$5.17K +30 +0.7%
HW
249
Hancock Whitney
Mississippi
$788K
VFA
250
Valeo Financial Advisors
Indiana
$783K +$765K +4,437 New