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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$699K -$61.7K -365 -8%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$692K +$7.43K +44 +1%
PNC
253
Park National Corp
Ohio
$690K +$22.8K +135 +3%
HNB
254
Huntington National Bank
Ohio
$687K
ACM
255
Advisors Capital Management
New Jersey
$668K +$13.2K +78 +2%
PSFG
256
Park Square Financial Group
Georgia
$662K -$13.3K -79 -2%
IFWM
257
Institute for Wealth Management
Colorado
$650K -$36.3K -215 -5%
IA
258
Integrity Alliance
Iowa
$645K +$638K +3,778 New
CSIA
259
Conrad Siegel Investment Advisors
Pennsylvania
$645K -$6.42K -38 -1%
CP
260
Creekside Partners
California
$644K +$338 +2 +0.1%
NWMG
261
National Wealth Management Group
Ohio
$635K -$55.6K -329 -8%
IP
262
Ignite Planners
California
$627K +$617K +3,655 New
EFS
263
Essex Financial Services
Connecticut
$625K -$80.2K -475 -11%
CKAIS
264
Christensen King & Associates Investment Services
Washington
$619K +$1.86K +11 +0.3%
ISFAN
265
Investor's Fiduciary Advisor Network
Washington
$612K -$20.4K -121 -3%
WIA
266
World Investment Advisors
California
$609K +$250K +1,482 +71%
Barclays
267
Barclays
United Kingdom
$608K +$443K +2,621 +279%
SFG
268
Seamount Financial Group
Colorado
$607K +$21.3K +126 +4%
ML
269
McAdam LLC
Pennsylvania
$605K -$73K -432 -11%
IPA
270
Investment Planning Advisors
Georgia
$601K +$2.53K +15 +0.4%
Marshall Wace
271
Marshall Wace
United Kingdom
$598K +$592K +3,502 New
BA
272
BCM Advisors
Louisiana
$596K
FCFC
273
First Commonwealth Financial Corp
Pennsylvania
$587K
CCB
274
Country Club Bank
Missouri
$586K -$90.9K -538 -13%
RPGK
275
Retirement Planning Group (Kansas)
Kansas
$574K +$58.8K +348 +12%