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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
251
Flagship Wealth Advisors
Massachusetts
$776K -$17.4K -101 -2%
RIL
252
Rothschild Investment LLC
Illinois
$775K -$17.3K -100 -2%
CIA
253
Choate Investment Advisors
Massachusetts
$773K – – –
PFS
254
Prospera Financial Services
Texas
$770K +$16.2K +94 +2%
EWA
255
EP Wealth Advisors
California
$762K +$23.3K +135 +3%
RSA
256
River Street Advisors
Illinois
$759K +$10.9K +63 +1%
CIA
257
Concurrent Investment Advisors
Florida
$752K +$13.6K +79 +2%
LAM
258
LOM Asset Management
$738K +$721K +4,180 New
MCC
259
Money Concepts Capital
Florida
$736K -$14.1K -82 -2%
EFS
260
Essex Financial Services
Connecticut
$730K +$82.3K +477 +13%
VA
261
Valmark Advisers
Ohio
$727K -$3.62K -21 -0.5%
TF
262
Tudor Financial
Ohio
$726K -$30.2K -175 -4%
IAS
263
Investment Advisory Services
Texas
$725K – – –
SFG
264
Seamount Financial Group
Colorado
$722K +$92.1K +534 +15%
CSP
265
Cary Street Partners
Virginia
$720K -$83.7K -485 -11%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$711K -$4.14K -24 -0.6%
MFG
267
Merit Financial Group
Georgia
$711K +$135K +783 +24%
HNB
268
Huntington National Bank
Ohio
$707K – – –
IFWM
269
Institute for Wealth Management
Colorado
$706K +$34.2K +198 +5%
RPGK
270
Retirement Planning Group (Kansas)
Kansas
$693K +$98K +568 +17%
ACM
271
Advisors Capital Management
New Jersey
$686K -$3.79K -22 -0.6%
PSFG
272
Park Square Financial Group
Georgia
$681K -$3.45K -20 -0.5%
IP
273
Ignite Planners
California
$673K +$10.9K +63 +2%
CKAIS
274
Christensen King & Associates Investment Services
Washington
$673K +$16.7K +97 +3%
CSIA
275
Conrad Siegel Investment Advisors
Pennsylvania
$667K +$1.21K +7 +0.2%
9 10
11
12 13