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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Covington Capital Management
California
$155K
GM
352
GeoWealth Management
Illinois
$153K +$142K +941 New
PCFFS
353
Pacific Center for Financial Services
California
$149K
CPA
354
Cardiff Park Advisors
California
$148K
CT
355
Caldwell Trust
Florida
$144K
Koshinski Asset Management
356
Koshinski Asset Management
Illinois
$138K
SWM
357
Selective Wealth Management
Virginia
$131K +$756 +5 +0.6%
NF
358
Norwood Financial
Pennsylvania
$129K -$11.3K -75 -9%
NSB
359
Norway Savings Bank
Maine
$129K
FP
360
Financial Perspectives
Minnesota
$124K
AWM
361
Atticus Wealth Management
Florida
$123K
CB
362
Community Bank
New York
$112K
MFA
363
McClarren Financial Advisors
Pennsylvania
$112K +$454 +3 +0.4%
CAL
364
Capital Advisors Ltd
Ohio
$108K
AF
365
Allworth Financial
California
$106K -$302 -2 -0.3%
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K
S
367
SignatureFD
Georgia
$105K
AWM
368
Avior Wealth Management
Nebraska
$105K +$72.7K +481 +280%
TF
369
Tompkins Financial
New York
$105K +$98.3K +650 New
HR
370
Howe & Rusling
New York
$101K +$33.9K +224 +56%
CPFP
371
Clear Perspectives Financial Planning
Ohio
$97K
FF
372
FourThought Financial
Florida
$97K +$86.6K +573 +2,292%
BW
373
Bison Wealth
Georgia
$93K +$151 +1 +0.2%
UIA
374
Ulland Investment Advisors
Minnesota
$91K -$33.3K -220 -28%
MA
375
Montag & Associates
Georgia
$89K