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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Financial Network
326
Focus Financial Network
Minnesota
$407K +$25.7K +152 +7%
T
327
Transce3nd
Texas
$404K +$306K +1,811 +291%
FA
328
FSA Advisors
Michigan
$404K +$400K +2,366 New
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$404K -$332K -1,968 -45%
WAM
330
WNY Asset Management
New York
$400K +$116K +685 +41%
UIM
331
Unified Investment Management
Georgia
$399K -$56.9K -337 -13%
M
332
MYeCFO
California
$398K -$23.6K -140 -6%
EAM
333
Everstar Asset Management
North Carolina
$393K -$67.6K -400 -15%
BAM
334
BTS Asset Management
Massachusetts
$393K +$326K +1,931 New
Atomi Financial Group
335
Atomi Financial Group
New York
$390K -$30.1K -178 -7%
SNS Financial Group
336
SNS Financial Group
Minnesota
$388K -$25.3K -150 -6%
Mill Creek Capital Advisors
337
Mill Creek Capital Advisors
Pennsylvania
$383K – – –
LIM
338
Leavell Investment Management
Alabama
$377K -$49.3K -292 -12%
Belpointe Asset Management
339
Belpointe Asset Management
Nevada
$372K +$368K +2,179 New
EWA
340
Elevate Wealth Advisory
Georgia
$372K +$6.93K +41 +2%
SageView Advisory Group
341
SageView Advisory Group
California
$367K +$363K +2,150 New
AWA
342
Acorn Wealth Advisors
Michigan
$364K +$1.86K +11 +0.5%
MCM
343
MontVue Capital Management
Virginia
$363K – – –
SCI
344
Silver Coast Investments
United States
$359K +$68.4K +405 +24%
SB
345
Simmons Bank
Arkansas
$355K – – –
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$353K -$43.4K -257 -11%
FC
347
Fulcrum Capital
Washington
$350K – – –
Bank of New York Mellon
348
Bank of New York Mellon
New York
$346K -$3.21K -19 -0.9%
CPA
349
Cardiff Park Advisors
California
$345K – – –
ITB
350
Idaho Trust Bank
Idaho
$343K -$9.97K -59 -3%