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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
Choreo LLC
Illinois
$244K +$235K +1,777 New
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$242K -$4.42M -33,467 -95%
GSIAS
328
Garden State Investment Advisory Services
New Jersey
$241K -$57.4K -435 -20%
MCC
329
Money Concepts Capital
Florida
$241K +$924 +7 +0.4%
MA
330
MONECO Advisors
Connecticut
$241K +$232K +1,756 New
BIA
331
Bigelow Investment Advisors
Maine
$240K -$2.64K -20 -1%
NFSG
332
Newbridge Financial Services Group
Florida
$238K -$24K -182 -9%
PL
333
Plancorp LLC
Missouri
$238K -$8.58K -65 -4%
EGWAG
334
Elwood & Goetz Wealth Advisory Group
Georgia
$237K +$6.47K +49 +3%
TWP
335
Tyche Wealth Partners
Texas
$236K +$228K +1,725 New
HWMA
336
Heritage Wealth Management (Arizona)
Arizona
$233K +$224K +1,700 New
OWM
337
OneAscent Wealth Management
Alabama
$232K -$15.7K -119 -7%
BCCM
338
Bridge Creek Capital Management
Massachusetts
$232K +$3.3K +25 +2%
SFS
339
Summit Financial Strategies
Ohio
$227K
RIA
340
Realta Investment Advisors
Delaware
$226K -$12K -91 -5%
NAG
341
Northstar Advisory Group
New Jersey
$225K -$255K -1,930 -54%
GT
342
Glenmede Trust
Pennsylvania
$225K
MA
343
Montag & Associates
Georgia
$224K +$143K +1,081 +196%
OC
344
Oppenheimer & Co
New York
$220K -$213K -1,611 -50%
CJ
345
Caitlin John
Michigan
$219K +$211K +1,599 New
CRI
346
Colonial River Investments
Virginia
$217K -$346K -2,624 -62%
MOS
347
MGO One Seven
Ohio
$217K -$38.3K -290 -15%
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$214K +$206K +1,560 New
ITB
349
Idaho Trust Bank
Idaho
$213K -$73.9K -560 -27%
USCWA
350
U.S. Capital Wealth Advisors
Texas
$211K -$19.1K -145 -9%