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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
251
White Lighthouse Investment Management
Massachusetts
$332K +$23.3K +158 +8%
MPM
252
MBB Public Markets
Illinois
$331K +$312K +2,116 New
AWA
253
Arkadios Wealth Advisors
Georgia
$329K -$86.9K -589 -22%
PD
254
Planning Directions
Pennsylvania
$329K +$4.13K +28 +1%
LWM
255
Loveless Wealth Management
Montana
$322K +$44.2K +300 +17%
BIA
256
Bigelow Investment Advisors
Maine
$321K -$22.1K -150 -7%
MWM
257
Mission Wealth Management
California
$320K -$15K -102 -5%
GLLW
258
Graves Light Lenhart Wealth
Virginia
$318K +$2.36K +16 +0.8%
EH
259
Equitable Holdings
New York
$316K +$20.6K +140 +7%
JIC
260
Joel Isaacson & Co
New York
$313K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$313K +$296K +2,004 New
SI
262
Stephens Inc
Arkansas
$312K +$23.4K +159 +9%
CFG
263
Citizens Financial Group
Rhode Island
$311K
WCA
264
Windsor Creek Advisors
Vermont
$308K -$146K -991 -32%
PCM
265
Poehling Capital Management
Wisconsin
$305K
SIAP
266
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$305K
William Blair & Company
267
William Blair & Company
Illinois
$301K +$64.7K +439 +30%
MOS
268
MGO One Seven
Ohio
$300K +$2.65K +18 +0.9%
EGWAG
269
Elwood & Goetz Wealth Advisory Group
Georgia
$299K
CBFP
270
Cedar Brook Financial Partners
Ohio
$298K +$3.98K +27 +1%
AWM
271
Aevitas Wealth Management
Massachusetts
$292K +$4.13K +28 +2%
PP
272
Patten & Patten
Tennessee
$291K
SCI
273
Stableford Capital II
Arizona
$290K +$48.2K +327 +20%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K -$6.64K -45 -2%
LIM
275
Leavell Investment Management
Alabama
$289K