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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
251
Roman Butler Fullerton & Co
Missouri
$372K
MWM
252
Mission Wealth Management
California
$372K +$70K +445 +22%
VWA
253
Visionary Wealth Advisors
Illinois
$369K +$103K +655 +37%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$368K +$9.76K +62 +3%
AIM
255
Anchor Investment Management
South Carolina
$366K -$6.79M -43,138 -95%
First Manhattan
256
First Manhattan
New York
$365K
CFO
257
Collective Family Office
Pennsylvania
$364K +$132K +837 +54%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$362K +$374K +2,378 New
SB
259
Simmons Bank
Arkansas
$356K -$24.2K -154 -6%
CWM
260
Chemistry Wealth Management
New York
$356K
NLP
261
Next Level Private
New York
$356K +$368K +2,337 New
DC
262
Davenport & Co
Virginia
$354K +$9.76K +62 +3%
IFG
263
Independent Financial Group
California
$349K -$27.5K -175 -7%
PD
264
Planning Directions
Pennsylvania
$348K +$16.1K +102 +5%
NEWAS
265
N.E.W. Advisory Services
Wisconsin
$347K -$13.5K -86 -4%
FPB
266
First PREMIER Bank
South Dakota
$343K +$151K +958 +74%
AWA
267
Acorn Wealth Advisors
Michigan
$340K +$6.92K +44 +2%
CWM
268
Cornerstone Wealth Management
Missouri
$339K -$55.7K -354 -14%
MFGM
269
Marshall Financial Group (Maryland)
Maryland
$336K -$10.1K -64 -3%
MG
270
Mather Group
Illinois
$330K -$123K -782 -27%
RFC
271
Regions Financial Corp
Alabama
$330K +$944 +6 +0.3%
WLIM
272
White Lighthouse Investment Management
Massachusetts
$329K -$315 -2 -0.1%
NB
273
Northwest Bancshares
Pennsylvania
$328K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$325K +$4.09K +26 +1%
EH
275
Equitable Holdings
New York
$323K +$7.4K +47 +2%