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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$150K
BWM
252
BerganKDV Wealth Management
Minnesota
$144K +$1.03K +8 +0.7%
Lazard Asset Management
253
Lazard Asset Management
New York
$141K
WT
254
Whittier Trust
California
$141K
EIP
255
Ellis Investment Partners
Pennsylvania
$137K +$906 +7 +0.7%
CB
256
Community Bank
New York
$134K -$12.9K -100 -9%
FPB
257
First PREMIER Bank
South Dakota
$133K
CIA
258
Choate Investment Advisors
Massachusetts
$133K +$134K +1,033 New
TIM
259
Tortoise Investment Management
New York
$129K
NSB
260
Norway Savings Bank
Maine
$127K
CCM
261
Covington Capital Management
California
$124K
AWM
262
Atticus Wealth Management
Florida
$120K
PCFFS
263
Pacific Center for Financial Services
California
$119K
GC
264
Grace Capital
Massachusetts
$116K
CT
265
Caldwell Trust
Florida
$115K
CAL
266
Capital Advisors Ltd
Ohio
$112K
FHA
267
Flagship Harbor Advisors
Massachusetts
$111K -$17.3K -134 -13%
CG
268
Cutler Group
California
$103K +$90.6K +700 +700%
AWA
269
Arkadios Wealth Advisors
Georgia
$99.4K +$31K +240 +50%
FP
270
Financial Perspectives
Minnesota
$98.9K
S
271
SignatureFD
Georgia
$95K +$26.5K +205 +39%
Kayne Anderson Rudnick Investment Management
272
Kayne Anderson Rudnick Investment Management
California
$92K +$91.9K +710 New
IA
273
IFP Advisors
Florida
$88K -$34.8K -269 -28%
BWA
274
BDO Wealth Advisors
Florida
$84K -$16.2K -125 -16%
BAM
275
Bellevue Asset Management
Washington
$77K