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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
301
Sequoia Financial Advisors
Ohio
$275K -$8.61K -54 -3%
CBFP
302
Cedar Brook Financial Partners
Ohio
$275K +$956 +6 +0.3%
PWM
303
Praetorian Wealth Management
California
$274K +$308K +1,931 New
MG
304
Mather Group
Illinois
$271K -$41.4K -260 -12%
MWM
305
Mission Wealth Management
California
$270K -$86.4K -542 -22%
DWM
306
Doyle Wealth Management
Florida
$268K – – –
PTC
307
Private Trust Company
Ohio
$259K +$4.78K +30 +2%
SIAP
308
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K -$22.5K -141 -7%
SOS
309
Silver Oak Securities
Tennessee
$257K +$106K +664 +49%
TFS
310
Thoroughbred Financial Services
Tennessee
$256K +$74.9K +470 +35%
PO
311
Private Ocean
California
$254K +$285K +1,786 New
MMPW
312
Mitchell McLeod Pugh & Williams
Alabama
$253K +$283K +1,777 New
NEWAS
313
N.E.W. Advisory Services
Wisconsin
$252K -$81.6K -512 -22%
SG
314
StoneX Group
New York
$251K +$67.4K +423 +32%
FRA
315
Front Row Advisors
California
$248K – – –
PL
316
Plancorp LLC
Missouri
$247K +$11.2K +70 +4%
AFO
317
Allie Family Office
Florida
$246K – – –
HIF
318
Hill Island Financial
Michigan
$246K – – –
RIA
319
Realta Investment Advisors
Delaware
$246K – – –
CAM
320
Concorde Asset Management
Michigan
$246K +$276K +1,729 New
TPCW
321
TD Private Client Wealth
New York
$244K +$5.42K +34 +2%
DWM
322
Dakota Wealth Management
Florida
$243K +$273K +1,710 New
HWMA
323
Heritage Wealth Management (Arizona)
Arizona
$242K – – –
MIM
324
Moseley Investment Management
Florida
$237K – – –
PP
325
Patten & Patten
Tennessee
$236K -$31.9K -200 -11%
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13
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