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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
251
Merit Financial Group
Georgia
$794K +$30.8K +168 +4%
CIA
252
Concurrent Investment Advisors
Florida
$794K -$12.1K -66 -2%
VA
253
Valmark Advisers
Ohio
$787K +$6.59K +36 +0.9%
IFWM
254
Institute for Wealth Management
Colorado
$779K +$20.5K +112 +3%
IAS
255
Investment Advisory Services
Texas
$778K – – –
CL
256
Choreo LLC
Illinois
$777K +$142K +774 +23%
MWM
257
Meridian Wealth Management
Kentucky
$775K +$166K +909 +29%
SFG
258
Seamount Financial Group
Colorado
$772K -$2.2K -12 -0.3%
MCC
259
Money Concepts Capital
Florida
$766K -$23.8K -130 -3%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$759K -$3.66K -20 -0.5%
PNC
261
Park National Corp
Ohio
$742K -$113K -618 -14%
CCM
262
Coldstream Capital Management
Washington
$742K +$352K +1,920 +96%
AFP
263
Ausdal Financial Partners
Iowa
$739K +$435K +2,377 +156%
ACM
264
Advisors Capital Management
New Jersey
$726K -$9.16K -50 -1%
AT
265
American Trust
Kentucky
$726K +$10.8K +59 +2%
CKAIS
266
Christensen King & Associates Investment Services
Washington
$724K +$1.83K +10 +0.3%
IP
267
Ignite Planners
California
$724K +$19K +104 +3%
MYIA
268
Mount Yale Investment Advisors
Colorado
$717K +$693K +3,783 New
LAM
269
LOM Asset Management
$716K -$73.3K -400 -10%
CP
270
Creekside Partners
California
$715K +$366 +2 +0.1%
EFS
271
Essex Financial Services
Connecticut
$694K -$87K -475 -11%
OC
272
Oppenheimer & Co
New York
$687K +$96.9K +529 +17%
HNB
273
Huntington National Bank
Ohio
$685K – – –
IPA
274
Investment Planning Advisors
Georgia
$683K +$16.3K +89 +3%
CAM
275
Cresset Asset Management
Illinois
$680K – – –
9 10
11
12 13