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Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
326
Cora Capital Advisors
New Jersey
$370K -$30.5K -190 -8%
GLLW
327
Graves Light Lenhart Wealth
Virginia
$369K -$3.21K -20 -0.9%
AWS
328
Aspen Wealth Strategies
Colorado
$368K -$1.45K -9 -0.4%
JIC
329
Joel Isaacson & Co
New York
$366K +$2.89K +18 +0.9%
CFO
330
CVA Family Office
Colorado
$366K -$74.7K -465 -18%
SFS
331
Sharp Financial Services
Pennsylvania
$366K – – –
SB
332
Simmons Bank
Arkansas
$362K – – –
BCM
333
Blume Capital Management
California
$362K -$3.55M -22,084 -91%
AWM
334
Avior Wealth Management
Nebraska
$359K +$136K +847 +70%
FC
335
Fulcrum Capital
Washington
$357K – – –
NA
336
NewEdge Advisors
Louisiana
$354K +$68.2K +424 +26%
CPA
337
Cardiff Park Advisors
California
$352K – – –
FFL
338
Financial Freedom LLC
Ohio
$347K -$4.5K -28 -1%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$346K -$26.5K -165 -8%
MA
340
MONECO Advisors
Connecticut
$341K -$14.8K -92 -4%
PCM
341
Poehling Capital Management
Wisconsin
$339K – – –
HH
342
Hilltop Holdings
Texas
$337K +$312K +1,939 New
SG
343
StoneX Group
New York
$332K +$69.3K +431 +29%
ITB
344
Idaho Trust Bank
Idaho
$331K -$2.73K -17 -0.9%
FPAS
345
Focus Partners Advisor Solutions
Missouri
$319K +$294K +1,832 New
CA
346
Clearstead Advisors
Ohio
$313K +$321 +2 +0.1%
QCM
347
Quantinno Capital Management
New York
$306K +$283K +1,760 New
CFG
348
Citizens Financial Group
Rhode Island
$304K +$24.1K +150 +9%
TWP
349
Tyche Wealth Partners
Texas
$300K – – –
EGWAG
350
Elwood & Goetz Wealth Advisory Group
Georgia
$300K – – –
12 13
14
15 16