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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
326
McClarren Financial Advisors
Pennsylvania
$273K -$223K -1,496 -56%
SFC
327
Swisher Financial Concepts
Ohio
$272K -$6.11K -41 -2%
GRP
328
Global Retirement Partners
California
$272K -$49.5K -332 -15%
Renaissance Technologies
329
Renaissance Technologies
New York
$266K +$268K +1,800 New
OWM
330
OneAscent Wealth Management
Alabama
$266K -$66K -443 -20%
RPCONE
331
Retirement Planning Company of New England
Rhode Island
$266K -$5.81K -39 -2%
CA
332
Clearstead Advisors
Ohio
$266K +$39.5K +265 +17%
FFA
333
Florida Financial Advisors
Florida
$256K +$258K +1,734 New
TWP
334
Tyche Wealth Partners
Texas
$255K
EGWAG
335
Elwood & Goetz Wealth Advisory Group
Georgia
$255K
MTC
336
Matrix Trust Company
Colorado
$254K +$256K +1,718 New
MMPW
337
Mitchell McLeod Pugh & Williams
Alabama
$253K -$10.3K -69 -4%
WAM
338
WNY Asset Management
New York
$252K -$74.5K -500 -23%
HWMA
339
Heritage Wealth Management (Arizona)
Arizona
$251K
HFO
340
Heritage Family Offices
Arizona
$251K +$253K +1,700 New
SFS
341
Summit Financial Strategies
Ohio
$245K
Northern Trust
342
Northern Trust
Illinois
$244K -$7.6K -51 -3%
MA
343
Montag & Associates
Georgia
$243K
MWM
344
Modern Wealth Management
Kansas
$242K -$3.73K -25 -2%
FPB
345
First PREMIER Bank
South Dakota
$240K +$29.8K +200 +14%
ACI
346
Alpha Cubed Investments
California
$238K +$13.6K +91 +6%
NA
347
NewEdge Advisors
Louisiana
$238K -$8.94K -60 -4%
CFG
348
Citizens Financial Group
Rhode Island
$236K +$236K +1,583 New
GSIAS
349
Garden State Investment Advisory Services
New Jersey
$234K -$11.2K -75 -5%
CIA
350
Concurrent Investment Advisors
Florida
$234K +$236K +1,583 New