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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
WNY Asset Management
New York
$314K +$297K +2,201 New
AWA
302
Acorn Wealth Advisors
Michigan
$313K -$3.51K -26 -1%
GRP
303
Global Retirement Partners
California
$309K -$82.3K -609 -22%
BWA
304
Beam Wealth Advisors
Louisiana
$309K +$87.3K +646 +42%
GLLW
305
Graves Light Lenhart Wealth
Virginia
$305K +$1.62K +12 +0.6%
NFA
306
Northwest Financial Advisors
Virginia
$304K +$273K +2,021 +1,871%
RJT
307
Raymond James Trust
Florida
$301K
JIC
308
Joel Isaacson & Co
New York
$298K +$2.16K +16 +0.8%
SB
309
Simmons Bank
Arkansas
$297K
SFPG
310
Stonebridge Financial Planning Group
Florida
$297K -$327K -2,420 -54%
RVPG
311
Relative Value Partners Group
$293K
FC
312
Fulcrum Capital
Washington
$292K
CPA
313
Cardiff Park Advisors
California
$288K
FFL
314
Financial Freedom LLC
Ohio
$288K +$270 +2 +0.1%
BCCM
315
Bridge Creek Capital Management
Massachusetts
$282K +$38.9K +288 +17%
AWS
316
Aspen Wealth Strategies
Colorado
$281K
PCM
317
Poehling Capital Management
Wisconsin
$278K
Bank of New York Mellon
318
Bank of New York Mellon
New York
$277K +$263K +1,946 New
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
$276K -$386K -2,859 -60%
FFN
320
Focus Financial Network
Minnesota
$270K -$27.8K -206 -10%
MCM
321
MontVue Capital Management
Virginia
$269K +$49.1K +363 +24%
CJ
322
Caitlin John
Michigan
$268K +$38.1K +282 +18%
PTC
323
Private Trust Company
Ohio
$266K -$18.1K -134 -7%
SFC
324
Swisher Financial Concepts
Ohio
$265K +$405 +3 +0.2%
PIA
325
Panoramic Investment Advisors
Colorado
$264K -$47.6K -352 -16%