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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
351
Halpern Financial
Virginia
$9.13K – – –
ME
352
McIlrath & Eck
Washington
$8K – – –
PWMG
353
Prestige Wealth Management Group
New Jersey
$8K – – –
TC
354
Trust Company
Kansas
$8K – – –
APWM
355
Atlas Private Wealth Management
New York
$8K +$7.63K +56 New
AF
356
Allworth Financial
California
$7K -$1.36K -10 -16%
BAMG
357
Brand Asset Management Group
Missouri
$7K – – –
SCA
358
Stonebridge Capital Advisors
Minnesota
$7K +$6.95K +51 New
TFS
359
TrustCore Financial Services
Tennessee
$6K – – –
GWS
360
Glassman Wealth Services
Virginia
$5K – – –
GP
361
Greenline Partners
New York
$5K +$409 +3 +9%
FF
362
FourThought Financial
Florida
$3K -$3.41K -25 -50%
AIA
363
Armor Investment Advisors
North Carolina
$3K – – –
BBHC
364
Brown Brothers Harriman & Co
New York
$3K +$3.27K +24 New
SWA
365
Sutton Wealth Advisors
Florida
$2.81K – – –
CFN
366
Cordasco Financial Network
Florida
$1K – – –
HFA
367
Hoover Financial Advisors
Pennsylvania
$1K – – –
PCG
368
Private Capital Group
Connecticut
$1K – – –
JWM
369
Janiczek Wealth Management
Colorado
$1K +$954 +7 New
BOPW
370
Brandywine Oak Private Wealth
Pennsylvania
– -$5.09M -37,083 Closed
SS
371
Simplicity Solutions
Minnesota
– -$3.16M -23,010 Closed
HW
372
Hamilton Wealth
California
– -$2.71M -19,733 Closed
FI
373
FormulaFolio Investments
Michigan
– -$2.66M -19,416 Closed
KFBMI
374
Kentucky Farm Bureau Mutual Insurance
Kentucky
– -$1.37M -10,000 Closed
LF
375
LifeSteps Financial
California
– -$1.21M -8,788 Closed
13 14
15
16 17