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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Chemistry Wealth Management
New York
$458K – – –
FPW
327
Flagship Private Wealth
Massachusetts
$457K -$31.1K -170 -7%
CCA
328
Cora Capital Advisors
New Jersey
$456K – – –
AF
329
Apexium Financial
Texas
$456K – – –
BFAG
330
Blackston Financial Advisory Group
Florida
$447K -$24K -131 -5%
WAM
331
WNY Asset Management
New York
$445K +$549 +3 +0.1%
UIM
332
Unified Investment Management
Georgia
$443K – – –
O'Shaughnessy Asset Management
333
O'Shaughnessy Asset Management
Connecticut
$443K +$27.3K +149 +7%
EAM
334
Everstar Asset Management
North Carolina
$436K – – –
SFS
335
Sharp Financial Services
Pennsylvania
$431K +$101K +550 +32%
SCI
336
Silver Coast Investments
United States
$428K +$2.02K +11 +0.5%
Kingswood Wealth Advisors
337
Kingswood Wealth Advisors
California
$427K +$140K +762 +51%
SNS Financial Group
338
SNS Financial Group
Minnesota
$426K -$3.66K -20 -0.9%
Focus Financial Network
339
Focus Financial Network
Minnesota
$423K -$817K -4,459 -67%
Global Retirement Partners
340
Global Retirement Partners
California
$419K +$3.66K +20 +0.9%
CAS
341
Coppell Advisory Solutions
Texas
$418K +$172K +938 +73%
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$415K -$5.74M -31,359 -93%
ZAM
343
Zevin Asset Management
Massachusetts
$415K +$121K +660 +43%
Parallel Advisors
344
Parallel Advisors
California
$408K -$41.6K -227 -10%
Belpointe Asset Management
345
Belpointe Asset Management
Nevada
$407K +$149K +811 +61%
Geneos Wealth Management
346
Geneos Wealth Management
Colorado
$405K -$1.46M -7,969 -79%
EWA
347
Elevate Wealth Advisory
Georgia
$404K – – –
CA
348
Continuum Advisory
Idaho
$400K – – –
SMC
349
Smith, Moore & Co
Missouri
$400K +$104K +567 +37%
QWM
350
Quadcap Wealth Management
Texas
$396K +$383K +2,093 New