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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mission Wealth Management
California
$550K +$4.95K +27 +0.9%
OFS
302
OneAscent Financial Services
Alabama
$544K +$526K +2,870 New
IA
303
Integrity Alliance
Iowa
$542K +$14.1K +77 +3%
PAS
304
Park Avenue Securities
New York
$539K +$521K +2,845 New
KWM
305
Kingsview Wealth Management
Oregon
$527K +$247K +1,347 +94%
RBFC
306
Roman Butler Fullerton & Co
Missouri
$520K
PTC
307
Private Trust Company
Ohio
$519K +$733 +4 +0.1%
SEIA
308
Signature Estate & Investment Advisors
California
$518K +$2.93K +16 +0.6%
NFSG
309
Newbridge Financial Services Group
Florida
$517K +$19.8K +108 +4%
SCA
310
Snowden Capital Advisors
New York
$515K -$4.03K -22 -0.8%
IHL
311
Investment House LLC
California
$511K
AWS
312
Aspen Wealth Strategies
Colorado
$507K +$88.1K +481 +22%
AGP
313
Autumn Glory Partners
Texas
$507K +$183 +1 +0%
PCA
314
Prosperity Capital Advisors
Ohio
$507K +$490K +2,674 New
US Bancorp
315
US Bancorp
Minnesota
$506K -$47.3K -258 -9%
PAMG
316
Patton Albertson Miller Group
Tennessee
$497K
WE
317
Wealth Effects
Massachusetts
$493K
DPW
318
DiNuzzo Private Wealth
Pennsylvania
$488K
AFS
319
Axiom Financial Strategies
Indiana
$486K +$470K +2,568 New
First Manhattan
320
First Manhattan
New York
$474K
NIM
321
Northeast Investment Management
Massachusetts
$473K
CTWM
322
Cherry Tree Wealth Management
Minnesota
$472K -$119K -651 -21%
BCCM
323
Bridge Creek Capital Management
Massachusetts
$469K -$7.33K -40 -2%
DADC
324
D.A. Davidson & Co
Montana
$468K -$18.9K -103 -4%
CP
325
Clarendon Private
Massachusetts
$467K