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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
BOS Asset Management
Illinois
$727K -$46.2K -238 -6%
EWS
277
Evergreen Wealth Solutions
Pennsylvania
$725K +$711K +3,658 New
IPA
278
Investment Planning Advisors
Georgia
$720K +$2.72K +14 +0.4%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$715K -$33K -170 -5%
FWA
280
Flagship Wealth Advisors
Massachusetts
$713K +$147K +757 +23%
CAM
281
Cresset Asset Management
Illinois
$711K -$7.97K -41 -1%
MTC
282
Matrix Trust Company
Colorado
$705K -$87.2K -449 -11%
AOWM
283
Asset One Wealth Management
Washington
$695K +$47.8K +246 +7%
PAS
284
Park Avenue Securities
New York
$678K +$80.1K +412 +14%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$670K +$30.3K +156 +5%
PI
286
PFG Investments
New York
$652K +$389 +2 +0.1%
FNBOO
287
First National Bank of Omaha
Nebraska
$648K
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$645K -$729K -3,752 -54%
RG
289
Rathbones Group
United Kingdom
$644K +$632K +3,250 New
ISFAN
290
Investor's Fiduciary Advisor Network
Washington
$641K -$58.3K -300 -8%
VA
291
Valmark Advisers
Ohio
$640K -$58.7K -302 -9%
NWMG
292
National Wealth Management Group
Ohio
$636K -$9.71K -50 -2%
FCFC
293
First Commonwealth Financial Corp
Pennsylvania
$634K -$24.7K -127 -4%
AC
294
Apella Capital
Connecticut
$634K -$85.5K -440 -12%
PNC
295
Park National Corp
Ohio
$632K -$45.5K -234 -7%
SWM
296
SHP Wealth Management
Massachusetts
$631K -$38.3K -197 -6%
CSIA
297
Conrad Siegel Investment Advisors
Pennsylvania
$629K +$1.94K +10 +0.3%
NFA
298
Northwest Financial Advisors
Virginia
$615K +$389 +2 +0.1%
QFW
299
QTR Family Wealth
Florida
$607K -$11.1K -57 -2%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$600K -$18.7K -96 -3%