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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
251
McClarren Financial Advisors
Pennsylvania
$410K -$37.5K -284 -9%
EGM
252
Engineers Gate Manager
New York
$409K +$394K +2,985 New
NG
253
Northstar Group
New York
$400K +$59.4K +450 +18%
TF
254
Trek Financial
Arizona
$399K – – –
KPWS
255
Kestra Private Wealth Services
Texas
$399K +$384K +2,910 New
WE
256
Wealth Effects
Massachusetts
$394K – – –
MCM
257
MAI Capital Management
Ohio
$388K -$27.5K -208 -7%
TRCT
258
Tower Research Capital (TRC)
New York
$386K +$121K +919 +48%
TC
259
TAP Consulting
Missouri
$383K -$728K -5,517 -66%
HFRG
260
Houlihan Financial Resource Group
Virginia
$382K +$924 +7 +0.3%
IAIM
261
International Assets Investment Management
Florida
$382K -$885K -6,705 -71%
AT
262
American Trust
Kentucky
$378K +$17.8K +135 +5%
FPW
263
Flagship Private Wealth
Massachusetts
$378K – – –
GRP
264
Global Retirement Partners
California
$375K -$51.5K -390 -12%
MWM
265
Meridian Wealth Management
Kentucky
$373K -$60.3K -457 -14%
BBA
266
BLB&B Advisors
Pennsylvania
$373K +$359K +2,718 New
FW
267
FirstPurpose Wealth
Utah
$372K +$85.4K +647 +31%
MWM
268
Mission Wealth Management
California
$372K -$87K -659 -20%
SCA
269
Snowden Capital Advisors
New York
$371K +$357K +2,705 New
WLIM
270
White Lighthouse Investment Management
Massachusetts
$367K -$20.2K -153 -5%
AGP
271
Autumn Glory Partners
Texas
$365K +$132 +1 +0%
CBFP
272
Cedar Brook Financial Partners
Ohio
$364K +$6.34K +48 +2%
PAMG
273
Patton Albertson Miller Group
Tennessee
$360K -$24.7K -187 -7%
SFS
274
Sharp Financial Services
Pennsylvania
$356K +$343K +2,600 New
PA
275
Parallel Advisors
California
$354K -$660 -5 -0.2%
9 10
11
12 13