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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$586K +$32.6K +166 +6%
SFPG
302
Stonebridge Financial Planning Group
Florida
$580K +$80.4K +410 +16%
TF
303
Trek Financial
Arizona
$580K – – –
QFW
304
QTR Family Wealth
Florida
$577K -$14.3K -73 -2%
GWM
305
Geneos Wealth Management
Colorado
$577K +$41.2K +210 +8%
CG
306
Caprock Group
Idaho
$570K +$2.35K +12 +0.4%
MFA
307
McClarren Financial Advisors
Pennsylvania
$567K -$6.08K -31 -1%
CP
308
Cornerstone Planning
North Carolina
$562K +$588 +3 +0.1%
NG
309
Northstar Group
New York
$562K – – –
US Bancorp
310
US Bancorp
Minnesota
$561K -$1.96K -10 -0.3%
WEG
311
World Equity Group
Illinois
$555K +$357K +1,822 +180%
SFG
312
Stonebridge Financial Group
California
$555K +$557K +2,838 New
HIP
313
HUB Investment Partners
Texas
$552K +$146K +744 +36%
CWM
314
Chemistry Wealth Management
New York
$547K +$10.8K +55 +2%
BFAG
315
Blackston Financial Advisory Group
Florida
$545K +$99K +505 +22%
AWM
316
Avior Wealth Management
Nebraska
$544K +$15.9K +81 +3%
EPM
317
Elm Partners Management
Pennsylvania
$539K +$541K +2,756 New
Baird Financial Group
318
Baird Financial Group
Wisconsin
$539K +$784 +4 +0.1%
HHCP
319
Hilton Head Capital Partners
South Carolina
$539K -$31.6K -161 -6%
PTC
320
Private Trust Company
Ohio
$538K +$1.96K +10 +0.4%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$537K +$3.53K +18 +0.7%
SMC
322
Smith, Moore & Co
Missouri
$533K +$27.3K +139 +5%
CLIP
323
Colter Lewis Investment Partners
Connecticut
$528K – – –
MBWA
324
Marin Bay Wealth Advisors
California
$528K +$3.14K +16 +0.6%
RBFC
325
Roman Butler Fullerton & Co
Missouri
$526K – – –