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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
NSUP
251
NLB Skladi upravljanje premozenja
$844K +$84.5K +435 +11%
ACM
252
Advisors Capital Management
New Jersey
$843K +$76.8K +395 +10%
IAA
253
Independent Advisor Alliance
North Carolina
$837K +$821K +4,223 New
SA
254
Sanctuary Advisors
Indiana
$836K -$158K -815 -16%
CW
255
CreativeOne Wealth
Kansas
$832K -$200K -1,027 -20%
CKAIS
256
Christensen King & Associates Investment Services
Washington
$827K +$66.3K +341 +9%
IAS
257
Investment Advisory Services
Texas
$814K – – –
MWM
258
Meridian Wealth Management
Kentucky
$811K -$11.7K -60 -1%
OFS
259
OneAscent Financial Services
Alabama
$808K +$92.9K +478 +13%
EWA
260
EP Wealth Advisors
California
$805K -$29.7K -153 -4%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$803K – – –
MCM
262
MAI Capital Management
Ohio
$803K +$39.6K +204 +5%
FFC
263
First Financial Corp
Indiana
$799K -$102K -524 -12%
RSA
264
River Street Advisors
Illinois
$792K -$35.2K -181 -4%
MCC
265
Money Concepts Capital
Florida
$789K -$777 -4 -0.1%
KNW
266
Kesler Norman & Wride
Utah
$787K +$771K +3,970 New
CCM
267
Coldstream Capital Management
Washington
$776K – – –
FG
268
Foster Group
Iowa
$774K +$11.3K +58 +2%
KWM
269
Kingsview Wealth Management
Oregon
$770K +$213K +1,098 +39%
AWM
270
Axxcess Wealth Management
California
$764K -$296K -1,525 -28%
SFG
271
Seamount Financial Group
Colorado
$756K -$20.8K -107 -3%
VIPI
272
Vista Investment Partners II
Indiana
$756K +$741K +3,815 New
LAM
273
LOM Asset Management
$749K – – –
CP
274
Creekside Partners
California
$749K +$389 +2 +0.1%
EFS
275
Essex Financial Services
Connecticut
$728K – – –
9 10
11
12 13