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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
251
Private Wealth Group
Florida
$532K – – –
SFG
252
Seamount Financial Group
Colorado
$529K +$5.81K +39 +1%
HNB
253
Huntington National Bank
Ohio
$529K – – –
FCFC
254
First Commonwealth Financial Corp
Pennsylvania
$508K – – –
MWM
255
Meridian Wealth Management
Kentucky
$500K +$503K +3,377 New
TFP
256
Tilia Fiduciary Partners
North Carolina
$492K -$24.1K -162 -5%
CL
257
Choreo LLC
Illinois
$486K +$257K +1,724 +109%
KPWS
258
Kestra Private Wealth Services
Texas
$481K -$6.11K -41 -1%
CTWM
259
Cherry Tree Wealth Management
Minnesota
$478K -$25K -168 -5%
AA
260
Ancora Advisors
Ohio
$474K -$2.83K -19 -0.6%
IPA
261
Investment Planning Advisors
Georgia
$464K +$467K +3,135 New
MWM
262
Mission Wealth Management
California
$452K +$41.9K +281 +10%
GWM
263
Geneos Wealth Management
Colorado
$450K +$11K +74 +2%
NG
264
Northstar Group
New York
$447K +$14.9K +100 +3%
IHL
265
Investment House LLC
California
$444K – – –
CSI
266
Cross Staff Investments
New York
$443K – – –
NFA
267
Northwest Financial Advisors
Virginia
$441K +$127K +851 +40%
TF
268
Trek Financial
Arizona
$438K +$7.45K +50 +2%
DADC
269
D.A. Davidson & Co
Montana
$435K -$21.2K -142 -5%
RPGK
270
Retirement Planning Group (Kansas)
Kansas
$433K -$91.3K -613 -17%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$429K +$38K +255 +10%
SEIA
272
Signature Estate & Investment Advisors
California
$428K +$431K +2,892 New
ACM
273
Arlington Capital Management
Illinois
$426K -$1.04K -7 -0.2%
AWM
274
AE Wealth Management
Kansas
$413K +$58.4K +392 +16%
MFP
275
Meridian Financial Partners
Virginia
$410K -$3.58K -24 -0.9%
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11
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