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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
Towerpoint Wealth
California
$646K +$596K +3,710 New
Bank of New York Mellon
252
Bank of New York Mellon
New York
$642K +$177K +1,104 +43%
EFS
253
Essex Financial Services
Connecticut
$641K -$76.4K -475 -11%
CKAIS
254
Christensen King & Associates Investment Services
Washington
$641K -$56.3K -350 -9%
DWM
255
Diversify Wealth Management
Utah
$630K -$60.3K -375 -10%
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$628K -$27.3K -170 -5%
PWG
257
Private Wealth Group
Florida
$626K
ACA
258
Atlas Capital Advisors
Wyoming
$624K -$44.7K -278 -7%
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$623K +$575K +3,577 New
DADC
260
D.A. Davidson & Co
Montana
$618K +$97.9K +609 +21%
SFC
261
Swisher Financial Concepts
Ohio
$603K +$302K +1,880 +102%
SFG
262
Seamount Financial Group
Colorado
$601K -$19.9K -124 -3%
FCFC
263
First Commonwealth Financial Corp
Pennsylvania
$598K
CJ
264
Caitlin John
Michigan
$588K -$76.2K -474 -12%
AFS
265
Axiom Financial Strategies
Indiana
$581K -$629K -3,914 -54%
BA
266
BCM Advisors
Louisiana
$575K
EAM
267
Everstar Asset Management
North Carolina
$571K +$527K +3,280 New
AA
268
Ancora Advisors
Ohio
$562K +$4.02K +25 +0.8%
ACM
269
Arlington Capital Management
Illinois
$548K +$43.2K +269 +9%
IWP
270
Innova Wealth Partners
Pennsylvania
$548K +$506K +3,147 New
CTWM
271
Cherry Tree Wealth Management
Minnesota
$547K -$13.8K -86 -3%
NFA
272
Northwest Financial Advisors
Virginia
$544K +$23.8K +148 +5%
GWM
273
Geneos Wealth Management
Colorado
$544K +$13.5K +84 +3%
NG
274
Northstar Group
New York
$526K
IHL
275
Investment House LLC
California
$522K