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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
251
Prime Capital Investment Advisors
Kansas
$165K -$3.94K -28 -2%
WT
252
Whittier Trust
California
$161K -$563 -4 -0.4%
SPIA
253
Steward Partners Investment Advisory
New York
$159K +$16.5K +117 +12%
BWM
254
BerganKDV Wealth Management
Minnesota
$156K +$2.25K +16 +1%
MWM
255
Maltin Wealth Management
New Jersey
$153K +$150K +1,070 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$150K
FPB
257
First PREMIER Bank
South Dakota
$148K
FHA
258
Flagship Harbor Advisors
Massachusetts
$145K -$5.2K -37 -4%
TIM
259
Tortoise Investment Management
New York
$143K
NSB
260
Norway Savings Bank
Maine
$140K
CCM
261
Covington Capital Management
California
$137K
AWM
262
Atticus Wealth Management
Florida
$133K +$131K +930 New
PCFFS
263
Pacific Center for Financial Services
California
$131K
CT
264
Caldwell Trust
Florida
$127K +$125K +892 New
BWA
265
BDO Wealth Advisors
Florida
$125K -$9.85K -70 -7%
CAL
266
Capital Advisors Ltd
Ohio
$124K
GT
267
Glenmede Trust
Pennsylvania
$120K -$14.1K -100 -11%
OPS
268
Orion Portfolio Solutions
Nebraska
$119K +$117K +832 New
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$115K
HWM
270
Howard Wealth Management
Connecticut
$112K +$111K +790 New
William Blair & Company
271
William Blair & Company
Illinois
$110K +$22.6K +161 +27%
BW
272
Bison Wealth
Georgia
$107K +$106K +752 New
PFBT
273
Parkside Financial Bank & Trust
Missouri
$100K +$98.3K +699 New
BAM
274
Bellevue Asset Management
Washington
$96K +$94.9K +675 New
RIA
275
Realta Investment Advisors
Delaware
$85K +$56.3K +400 +197%