We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
301
Front Row Advisors
California
$279K – – –
HIF
302
Hill Island Financial
Michigan
$277K +$1.66K +11 +0.6%
RIA
303
Realta Investment Advisors
Delaware
$276K +$11.8K +78 +5%
HWMA
304
Heritage Wealth Management (Arizona)
Arizona
$275K +$257K +1,700 New
AFO
305
Allie Family Office
Florida
$274K +$259K +1,713 New
AF
306
Advisornet Financial
Minnesota
$270K -$17.8K -118 -7%
MIM
307
Moseley Investment Management
Florida
$270K -$3.78K -25 -1%
CW
308
CreativeOne Wealth
Kansas
$266K +$44.3K +293 +22%
GT
309
Glenmede Trust
Pennsylvania
$265K – – –
SFS
310
Summit Financial Strategies
Ohio
$259K -$20.1K -133 -8%
CAG
311
Curtis Advisory Group
California
$259K – – –
MC
312
Moors & Cabot
Massachusetts
$259K – – –
CAG
313
Compass Advisory Group
New York
$254K +$237K +1,568 New
IAN
314
Integrated Advisors Network
Texas
$254K +$237K +1,568 New
CFO
315
Collective Family Office
Pennsylvania
$251K -$22.7K -150 -9%
DWM
316
Doyle Wealth Management
Florida
$249K +$151 +1 +0.1%
W
317
WealthOne
New York
$249K +$233K +1,540 New
ECG
318
Edge Capital Group
Georgia
$247K -$158K -1,045 -41%
YIH
319
Y-Intercept (HK)
Hong Kong
$244K -$32.7K -216 -13%
DHFB
320
Dixon Hubard Feinour & Brown
Virginia
$240K +$224K +1,481 New
PPA
321
Parametric Portfolio Associates
Washington
$239K -$12.9K -85 -5%
OL
322
Optas LLC
Texas
$239K – – –
BCCM
323
Bridge Creek Capital Management
Massachusetts
$237K +$221K +1,464 New
TPCW
324
TD Private Client Wealth
New York
$234K +$111K +733 +103%
HCWM
325
Harrison & Co Wealth Management
Virginia
$231K -$34K -225 -14%
11 12
13
14 15