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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
251
Investment Advisory Services
Texas
$804K – – –
OFS
252
OneAscent Financial Services
Alabama
$804K +$6.28K +32 +0.8%
CAS
253
Coppell Advisory Solutions
Texas
$788K +$598K +3,049 New
BCWM
254
Bartlett & Co Wealth Management
Ohio
$784K – – –
MCC
255
Money Concepts Capital
Florida
$783K +$3.92K +20 +0.5%
FG
256
Foster Group
Iowa
$775K +$9.81K +50 +1%
FFC
257
First Financial Corp
Indiana
$772K -$17.1K -87 -2%
AWM
258
Axxcess Wealth Management
California
$761K +$6.28K +32 +0.8%
ACM
259
Advisors Capital Management
New Jersey
$760K -$73.2K -373 -9%
PAS
260
Park Avenue Securities
New York
$750K +$80K +408 +12%
KNW
261
Kesler Norman & Wride
Utah
$746K -$31.6K -161 -4%
CP
262
Creekside Partners
California
$740K +$392 +2 +0.1%
LAM
263
LOM Asset Management
$740K – – –
AOWM
264
Asset One Wealth Management
Washington
$737K +$37.9K +193 +5%
PFS
265
Prospera Financial Services
Texas
$733K +$159K +811 +28%
MTC
266
Matrix Trust Company
Colorado
$729K +$32.4K +165 +5%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$722K +$60.2K +307 +9%
EFS
268
Essex Financial Services
Connecticut
$719K – – –
EWS
269
Evergreen Wealth Solutions
Pennsylvania
$718K +$21.6K +110 +3%
RSA
270
River Street Advisors
Illinois
$715K -$68.1K -347 -9%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$713K +$6.67K +34 +0.9%
BAM
272
BOS Asset Management
Illinois
$709K -$8.63K -44 -1%
SI
273
Saxon Interests
Texas
$709K -$291K -1,483 -29%
MWM
274
Meridian Wealth Management
Kentucky
$708K -$93.4K -476 -12%
CAM
275
Cresset Asset Management
Illinois
$702K – – –
9 10
11
12 13