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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
251
Northeast Investment Management
Massachusetts
$404K
SB
252
Simmons Bank
Arkansas
$403K -$7.56K -50 -2%
OPS
253
Orion Portfolio Solutions
Nebraska
$403K +$159K +1,049 +73%
MPCG
254
Matrix Private Capital Group
New York
$402K -$86.9K -575 -19%
NG
255
Northstar Group
New York
$400K
IFG
256
Independent Financial Group
California
$399K -$41.6K -275 -10%
RBFC
257
Roman Butler Fullerton & Co
Missouri
$397K
FIM
258
Freedom Investment Management
Connecticut
$397K +$9.83K +65 +3%
RVPG
259
Relative Value Partners Group
$391K +$37.8K +250 +12%
First Manhattan
260
First Manhattan
New York
$388K
ACM
261
Advisors Capital Management
New Jersey
$388K +$18.1K +120 +5%
ML
262
McAdam LLC
Pennsylvania
$388K +$165K +1,091 +83%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$381K -$2.57K -17 -0.7%
CWM
264
Chemistry Wealth Management
New York
$378K +$353K +2,337 New
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$375K +$75.6K +500 +27%
MFGM
266
Marshall Financial Group (Maryland)
Maryland
$368K -$2.57K -17 -0.7%
DC
267
Davenport & Co
Virginia
$366K -$605 -4 -0.2%
AWA
268
Acorn Wealth Advisors
Michigan
$354K +$2.87K +19 +0.9%
PD
269
Planning Directions
Pennsylvania
$353K +$11.5K +76 +4%
FW
270
FirstPurpose Wealth
Utah
$351K +$64.9K +429 +25%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$350K +$6.05K +40 +2%
RFC
272
Regions Financial Corp
Alabama
$349K -$202K -1,334 -38%
NB
273
Northwest Bancshares
Pennsylvania
$348K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$341K +$15.3K +101 +5%
EH
275
Equitable Holdings
New York
$336K +$7.86K +52 +3%