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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Choate Investment Advisors
Massachusetts
$811K
PCIA
252
Prime Capital Investment Advisors
Kansas
$810K -$25K -130 -3%
IFWM
253
Institute for Wealth Management
Colorado
$801K +$41.9K +218 +5%
CP
254
Cornerstone Planning
North Carolina
$801K +$830K +4,325 New
SWMG
255
Stillwater Wealth Management Group
Florida
$800K +$831K +4,326 New
CL
256
Choreo LLC
Illinois
$800K +$36.7K +191 +5%
CWA
257
Crusonia Wealth Advisors
Colorado
$795K +$825K +4,296 New
AWA
258
Arkadios Wealth Advisors
Georgia
$791K +$549K +2,858 +202%
IFA
259
Interactive Financial Advisors
Illinois
$789K -$40.3K -210 -5%
US Bancorp
260
US Bancorp
Minnesota
$781K +$297K +1,546 +58%
EWA
261
EP Wealth Advisors
California
$780K +$810K +4,217 New
IWM
262
IHT Wealth Management
Illinois
$777K -$22.1K -115 -3%
RSA
263
River Street Advisors
Illinois
$773K -$19K -99 -2%
MWM
264
Meridian Wealth Management
Kentucky
$768K +$11.5K +60 +1%
ML
265
McAdam LLC
Pennsylvania
$760K +$102K +531 +15%
IAS
266
Investment Advisory Services
Texas
$760K
CIA
267
Concurrent Investment Advisors
Florida
$759K -$17.5K -91 -2%
TRCT
268
Tower Research Capital (TRC)
New York
$746K -$450K -2,343 -37%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$741K
MTC
270
Matrix Trust Company
Colorado
$741K -$139K -724 -15%
FHC
271
First Heartland Consultants
Missouri
$739K -$105K -546 -12%
MCC
272
Money Concepts Capital
Florida
$737K -$10.8K -56 -1%
SFG
273
Seamount Financial Group
Colorado
$726K -$29.6K -154 -4%
CCM
274
Coldstream Capital Management
Washington
$725K
BAM
275
BOS Asset Management
Illinois
$723K -$599K -3,120 -44%