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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$459K -$3.41K -23 -0.8%
TF
252
Trek Financial
Arizona
$447K
AWS
253
AJ Wealth Strategies
New York
$442K +$5.19K +35 +1%
WE
254
Wealth Effects
Massachusetts
$441K +$4.59K +31 +1%
MWM
255
Modera Wealth Management
New Jersey
$439K +$32K +216 +8%
FPW
256
Flagship Private Wealth
Massachusetts
$437K -$13K -88 -3%
PIA
257
Panoramic Investment Advisors
Colorado
$435K +$421K +2,838 New
HFRG
258
Houlihan Financial Resource Group
Virginia
$433K +$1.19K +8 +0.3%
SB
259
Strategic Blueprint
Georgia
$432K -$17.3K -117 -4%
VHAM
260
Van Hulzen Asset Management
California
$432K
KA
261
Kovack Advisors
Florida
$429K +$25.8K +174 +7%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$427K +$122K +825 +43%
GSIAS
263
Garden State Investment Advisory Services
New Jersey
$426K +$412K +2,781 New
AAS
264
Annex Advisory Services
Wisconsin
$426K -$1.14M -7,693 -73%
CWM
265
Chemistry Wealth Management
New York
$421K +$60K +405 +17%
MWM
266
Mission Wealth Management
California
$419K +$124K +837 +44%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$417K +$2.52K +17 +0.6%
ORC
268
O'Rourke & Company
Massachusetts
$410K +$65.3K +441 +20%
OWM
269
OneAscent Wealth Management
Alabama
$409K
FSC
270
Full Sail Capital
Oklahoma
$408K -$25.5K -172 -6%
RPCONE
271
Retirement Planning Company of New England
Rhode Island
$401K -$889 -6 -0.2%
AIM
272
Anchor Investment Management
South Carolina
$387K +$29.9K +202 +9%
OPS
273
Orion Portfolio Solutions
Nebraska
$385K +$60.5K +408 +19%
NFSG
274
Newbridge Financial Services Group
Florida
$384K +$291K +1,967 +367%
NIM
275
Northeast Investment Management
Massachusetts
$383K