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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
251
White Lighthouse Investment Management
Massachusetts
$224K
AWM
252
Aevitas Wealth Management
Massachusetts
$223K -$11.6K -84 -5%
SFS
253
Summit Financial Strategies
Ohio
$221K
WIA
254
World Investment Advisors
California
$220K -$1.24K -9 -0.6%
MC
255
Moors & Cabot
Massachusetts
$220K
CAG
256
Curtis Advisory Group
California
$220K +$221K +1,600 New
PP
257
Patten & Patten
Tennessee
$220K +$221K +1,600 New
ICG
258
InterOcean Capital Group
Tennessee
$210K +$211K +1,532 New
Northern Trust
259
Northern Trust
Illinois
$208K +$209K +1,516 New
CCM
260
Coldstream Capital Management
Washington
$206K +$207K +1,504 New
PCIA
261
Prime Capital Investment Advisors
Kansas
$200K +$1.93K +14 +1%
SIAP
262
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$199K +$24.1K +175 +14%
William Blair & Company
263
William Blair & Company
Illinois
$186K -$19.4K -141 -9%
NSIM
264
North Star Investment Management
Illinois
$170K -$24.3K -176 -12%
RIM
265
Rockbridge Investment Management
New York
$170K
US Bancorp
266
US Bancorp
Minnesota
$169K +$276 +2 +0.2%
SPIA
267
Steward Partners Investment Advisory
New York
$162K +$276 +2 +0.2%
SIAG
268
Safeguard Investment Advisory Group
California
$157K +$158K +1,149 New
BWM
269
BerganKDV Wealth Management
Minnesota
$155K +$1.52K +11 +1%
MCC
270
Money Concepts Capital
Florida
$154K +$155K +1,121 New
JP Morgan Chase
271
JP Morgan Chase
New York
$150K -$29.2K -212 -16%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$150K
Lazard Asset Management
273
Lazard Asset Management
New York
$150K
WT
274
Whittier Trust
California
$150K
EIP
275
Ellis Investment Partners
Pennsylvania
$147K +$1.52K +11 +1%