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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
251
Inspire Advisors
Idaho
$472K +$9.33K +69 +2%
KPWS
252
Kestra Private Wealth Services
Texas
$470K +$52K +385 +13%
AA
253
Ancora Advisors
Ohio
$460K – – –
DADC
254
D.A. Davidson & Co
Montana
$440K -$16.2K -120 -4%
BSW
255
Buckingham Strategic Wealth
Missouri
$428K -$103K -763 -20%
IHL
256
Investment House LLC
California
$428K +$405K +3,000 New
CSI
257
Cross Staff Investments
New York
$427K – – –
GWM
258
Geneos Wealth Management
Colorado
$423K +$250K +1,848 +165%
NG
259
Northstar Group
New York
$416K – – –
TF
260
Trek Financial
Arizona
$415K – – –
ACM
261
Arlington Capital Management
Illinois
$411K +$390K +2,885 New
WE
262
Wealth Effects
Massachusetts
$410K – – –
USCWA
263
U.S. Capital Wealth Advisors
Texas
$397K +$168K +1,245 +81%
MWM
264
Mission Wealth Management
California
$396K +$8.92K +66 +2%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$395K +$39.3K +291 +12%
FPW
266
Flagship Private Wealth
Massachusetts
$393K – – –
SCA
267
Snowden Capital Advisors
New York
$393K +$6.76K +50 +2%
AGP
268
Autumn Glory Partners
Texas
$385K +$135 +1 +0%
CBFP
269
Cedar Brook Financial Partners
Ohio
$383K +$676 +5 +0.2%
MFA
270
McClarren Financial Advisors
Pennsylvania
$382K -$42K -311 -10%
ORC
271
O'Rourke & Company
Massachusetts
$382K +$62K +459 +21%
RBFC
272
Roman Butler Fullerton & Co
Missouri
$381K – – –
VHAM
273
Van Hulzen Asset Management
California
$379K -$125K -924 -26%
WLIM
274
White Lighthouse Investment Management
Massachusetts
$377K -$4.19K -31 -1%
PAMG
275
Patton Albertson Miller Group
Tennessee
$374K – – –
9 10
11
12 13