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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
251
Meridian Financial Partners
Virginia
$415K -$80.4K -549 -16%
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$412K -$57.1K -390 -12%
AWS
253
AJ Wealth Strategies
New York
$412K
WE
254
Wealth Effects
Massachusetts
$409K
PAMG
255
Patton Albertson Miller Group
Tennessee
$407K -$25.8K -176 -6%
PPP
256
Private Portfolio Partners
New Jersey
$406K +$418K +2,856 New
SB
257
Strategic Blueprint
Georgia
$400K +$10.3K +70 +3%
NFSG
258
Newbridge Financial Services Group
Florida
$397K -$35.2K -240 -8%
AIM
259
Anchor Investment Management
South Carolina
$394K +$18K +123 +5%
ORC
260
O'Rourke & Company
Massachusetts
$394K
APP
261
Avantax Planning Partners
Iowa
$394K
FPW
262
Flagship Private Wealth
Massachusetts
$392K -$14.4K -98 -3%
BF
263
BOK Financial
Oklahoma
$391K -$49.1K -335 -11%
ITB
264
Idaho Trust Bank
Idaho
$391K +$402K +2,747 New
CWM
265
Chemistry Wealth Management
New York
$390K
ACA
266
Atlas Capital Advisors
Wyoming
$386K +$35.9K +245 +10%
RBFC
267
Roman Butler Fullerton & Co
Missouri
$384K +$30.8K +210 +9%
USCWA
268
U.S. Capital Wealth Advisors
Texas
$380K -$415K -2,836 -51%
AT
269
American Trust
Kentucky
$374K +$386K +2,632 New
MOS
270
MGO One Seven
Ohio
$373K +$1.32K +9 +0.3%
FSC
271
Full Sail Capital
Oklahoma
$372K -$8.5K -58 -2%
RPCONE
272
Retirement Planning Company of New England
Rhode Island
$372K -$1.02K -7 -0.3%
CBFP
273
Cedar Brook Financial Partners
Ohio
$372K
PA
274
Parallel Advisors
California
$364K +$14.9K +102 +4%
William Blair & Company
275
William Blair & Company
Illinois
$364K +$76.5K +522 +26%