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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
301
CreativeOne Wealth
Kansas
$267K +$17.2K +109 +7%
FRA
302
Front Row Advisors
California
$263K – – –
HIF
303
Hill Island Financial
Michigan
$263K +$1.89K +12 +0.7%
AFO
304
Allie Family Office
Florida
$261K – – –
PA
305
Parallel Advisors
California
$259K -$10.2K -65 -4%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$259K – – –
TPCW
307
TD Private Client Wealth
New York
$256K +$36.7K +233 +16%
MIM
308
Moseley Investment Management
Florida
$254K – – –
PL
309
Plancorp LLC
Missouri
$254K +$262K +1,665 New
MPCG
310
Matrix Private Capital Group
New York
$253K -$130K -825 -33%
DHFB
311
Dixon Hubard Feinour & Brown
Virginia
$253K +$28.5K +181 +12%
W
312
WealthOne
New York
$250K +$15.7K +100 +6%
GT
313
Glenmede Trust
Pennsylvania
$249K – – –
EGWAG
314
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$45.5K -289 -15%
CAG
315
Curtis Advisory Group
California
$244K – – –
MC
316
Moors & Cabot
Massachusetts
$244K – – –
SFS
317
Summit Financial Strategies
Ohio
$244K – – –
RC
318
RegentAtlantic Capital
New Jersey
$244K +$252K +1,603 New
AF
319
Advisornet Financial
Minnesota
$240K -$14.3K -91 -5%
AWA
320
Arete Wealth Advisors
Illinois
$237K +$244K +1,549 New
BCCM
321
Bridge Creek Capital Management
Massachusetts
$230K +$7.08K +45 +3%
WTA
322
Washington Trust Advisors
Massachusetts
$228K +$235K +1,495 New
OL
323
Optas LLC
Texas
$225K – – –
AFS
324
Axiom Financial Strategies
Indiana
$222K +$229K +1,455 New
JIP
325
Jaffetilchin Investment Partners
Florida
$222K +$230K +1,459 New
11 12
13
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