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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Summit Financial Strategies
Ohio
$235K +$7.97K +50 +3%
GT
327
Glenmede Trust
Pennsylvania
$233K – – –
W
328
WealthOne
New York
$233K – – –
AF
329
Advisornet Financial
Minnesota
$229K +$4.78K +30 +2%
SCI
330
Stableford Capital II
Arizona
$228K -$31.9K -200 -11%
CAG
331
Curtis Advisory Group
California
$228K – – –
CW
332
CreativeOne Wealth
Kansas
$224K -$28.4K -178 -10%
KC
333
Kinloch Capital
Virginia
$223K -$964K -6,045 -79%
EGWAG
334
Elwood & Goetz Wealth Advisory Group
Georgia
$216K -$16.6K -104 -6%
BCCM
335
Bridge Creek Capital Management
Massachusetts
$215K – – –
WTA
336
Washington Trust Advisors
Massachusetts
$213K – – –
LWM
337
Laidlaw Wealth Management
New York
$212K +$12.1K +76 +5%
RCM
338
RNC Capital Management
California
$211K +$236K +1,481 New
MFG
339
MidWestOne Financial Group
Iowa
$210K +$235K +1,473 New
OL
340
Optas LLC
Texas
$209K – – –
PA
341
Parallel Advisors
California
$208K -$38.1K -239 -14%
JIP
342
Jaffetilchin Investment Partners
Florida
$208K – – –
FW
343
FirstPurpose Wealth
Utah
$204K +$4.62K +29 +2%
CCA
344
Checchi Capital Advisers
California
$204K +$229K +1,436 New
FFS
345
Founders Financial Securities
Maryland
$203K – – –
BWP
346
Balboa Wealth Partners
Arizona
$202K +$227K +1,423 New
AT
347
American Trust
Kentucky
$201K +$225K +1,411 New
HIIFS
348
Harel Insurance Investments & Financial Services
Israel
$199K – – –
MCC
349
Money Concepts Capital
Florida
$198K +$1.91K +12 +0.9%
MTC
350
Matrix Trust Company
Colorado
$188K -$218K -1,369 -51%
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