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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Choreo LLC
251
Choreo LLC
Illinois
$701K +$76.7K +454 +12%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$699K -$61.7K -365 -8%
Bartlett & Co Wealth Management
253
Bartlett & Co Wealth Management
Ohio
$692K +$7.43K +44 +1%
Park National Corp
254
Park National Corp
Ohio
$690K +$22.8K +135 +3%
Huntington National Bank
255
Huntington National Bank
Ohio
$687K – – –
Advisors Capital Management
256
Advisors Capital Management
New Jersey
$668K +$13.2K +78 +2%
PSFG
257
Park Square Financial Group
Georgia
$662K -$13.3K -79 -2%
IFWM
258
Institute for Wealth Management
Colorado
$650K -$36.3K -215 -5%
IA
259
Integrity Alliance
Iowa
$645K +$638K +3,778 New
CSIA
260
Conrad Siegel Investment Advisors
Pennsylvania
$645K -$6.42K -38 -1%
CP
261
Creekside Partners
California
$644K +$338 +2 +0.1%
NWMG
262
National Wealth Management Group
Ohio
$635K -$55.6K -329 -8%
IP
263
Ignite Planners
California
$627K +$617K +3,655 New
EFS
264
Essex Financial Services
Connecticut
$625K -$80.2K -475 -11%
CKAIS
265
Christensen King & Associates Investment Services
Washington
$619K +$1.86K +11 +0.3%
ISFAN
266
Investor's Fiduciary Advisor Network
Washington
$612K -$20.4K -121 -3%
World Investment Advisors
267
World Investment Advisors
California
$609K +$250K +1,482 +71%
Barclays
268
Barclays
United Kingdom
$608K +$443K +2,621 +279%
SFG
269
Seamount Financial Group
Colorado
$607K +$21.3K +126 +4%
ML
270
McAdam LLC
Pennsylvania
$605K -$73K -432 -11%
IPA
271
Investment Planning Advisors
Georgia
$601K +$2.53K +15 +0.4%
Marshall Wace
272
Marshall Wace
United Kingdom
$598K +$592K +3,502 New
BA
273
BCM Advisors
Louisiana
$596K – – –
FCFC
274
First Commonwealth Financial Corp
Pennsylvania
$587K – – –
CCB
275
Country Club Bank
Missouri
$586K -$90.9K -538 -13%