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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$10K +$138 +1 +1%
AA
352
Addison Advisors
Vermont
$10K +$10.3K +75 New
AF
353
Allworth Financial
California
$9K +$1.38K +10 +19%
HF
354
Halpern Financial
Virginia
$8.92K – – –
ME
355
McIlrath & Eck
Washington
$8K -$27.6K -200 -78%
PWMG
356
Prestige Wealth Management Group
New Jersey
$8K – – –
TC
357
Trust Company
Kansas
$8K – – –
BAMG
358
Brand Asset Management Group
Missouri
$7K – – –
AWM
359
Avior Wealth Management
Nebraska
$7K +$8K +58 New
TFS
360
TrustCore Financial Services
Tennessee
$6K – – –
FF
361
FourThought Financial
Florida
$6K +$6.89K +50 New
GP
362
Greenline Partners
New York
$5K -$3.16M -22,889 -100%
GWS
363
Glassman Wealth Services
Virginia
$5K – – –
PFBT
364
Parkside Financial Bank & Trust
Missouri
$5K – – –
AIA
365
Armor Investment Advisors
North Carolina
$3K – – –
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74K – – –
SWA
367
Sutton Wealth Advisors
Florida
$2.74K – – –
PG
368
Proffitt & Goodson
Tennessee
$2K – – –
CFN
369
Cordasco Financial Network
Florida
$1K – – –
HFA
370
Hoover Financial Advisors
Pennsylvania
$1K – – –
PCG
371
Private Capital Group
Connecticut
$1K – – –
JIR
372
James Investment Research
Ohio
$1K +$138 +1 +25%
FGAM
373
Financial Gravity Asset Management
Texas
$1K +$689 +5 New
MSU
374
Mizuho Securities USA
New York
– -$4.72M -36,589 Closed
BFP
375
Briaud Financial Planning
Texas
– -$3.61M -27,995 Closed
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