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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
276
JP Morgan Chase
New York
$153K -$5.16K -36 -3%
Lazard Asset Management
277
Lazard Asset Management
New York
$151K
WT
278
Whittier Trust
California
$151K
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$150K
EIP
280
Ellis Investment Partners
Pennsylvania
$150K +$1K +7 +0.6%
MTC
281
Matrix Trust Company
Colorado
$144K -$183K -1,277 -55%
CIA
282
Choate Investment Advisors
Massachusetts
$143K
TIM
283
Tortoise Investment Management
New York
$139K
FGAM
284
Financial Gravity Asset Management
Texas
$139K +$717 +5 New
CCM
285
Covington Capital Management
California
$133K
PCFFS
286
Pacific Center for Financial Services
California
$127K
CT
287
Caldwell Trust
Florida
$124K
CAL
288
Capital Advisors Ltd
Ohio
$121K
EVM
289
Eaton Vance Management
Massachusetts
$121K
NSB
290
Norway Savings Bank
Maine
$114K -$22.2K -155 -16%
SWM
291
Selective Wealth Management
Virginia
$110K -$53.9K -376 -32%
FP
292
Financial Perspectives
Minnesota
$106K
AWM
293
Atticus Wealth Management
Florida
$105K -$10K -70 -8%
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
$99K
TCWA
295
Ten Capital Wealth Advisors
Washington
$97K
CB
296
Community Bank
New York
$94K
EW
297
Evoke Wealth
California
$83K -$5.88K -41 -6%
BAM
298
Bellevue Asset Management
Washington
$83K
S
299
SignatureFD
Georgia
$83K
CPFP
300
Clear Perspectives Financial Planning
Ohio
$83K +$21.5K +150 +33%