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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
351
Investors Asset Management of Georgia
Georgia
$180K +$62K +389 +44%
NSIM
352
North Star Investment Management
Illinois
$179K – – –
FIA
353
FNY Investment Advisers
New York
$170K +$191K +1,200 New
BWM
354
BerganKDV Wealth Management
Minnesota
$167K – – –
TIM
355
Tortoise Investment Management
New York
$156K – – –
CIA
356
Choate Investment Advisors
Massachusetts
$147K – – –
CMP
357
Coston McIsaac & Partners
Maine
$143K -$159 -1 -0.1%
WT
358
Whittier Trust
California
$142K -$12.6K -79 -7%
EIP
359
Ellis Investment Partners
Pennsylvania
$142K – – –
AF
360
Allworth Financial
California
$140K +$38.9K +244 +33%
CCM
361
Covington Capital Management
California
$136K – – –
PCFFS
362
Pacific Center for Financial Services
California
$131K – – –
CPA
363
Cardiff Park Advisors
California
$130K – – –
CT
364
Caldwell Trust
Florida
$127K – – –
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$122K +$137K +862 New
FP
366
Financial Perspectives
Minnesota
$118K – – –
GWM
367
Geneos Wealth Management
Colorado
$117K -$74.3K -466 -36%
AWM
368
Avior Wealth Management
Nebraska
$117K +$17.5K +110 +15%
AWM
369
Atticus Wealth Management
Florida
$116K – – –
SWM
370
Selective Wealth Management
Virginia
$116K – – –
BTI
371
Blue Trust Inc
Georgia
$114K – – –
NSB
372
Norway Savings Bank
Maine
$112K -$797 -5 -0.6%
NF
373
Norwood Financial
Pennsylvania
$109K -$3.98K -25 -3%
BCV
374
Banque Cantonale Vaudoise
Switzerland
$106K – – –
CFO
375
Colony Family Offices
North Carolina
$106K – – –
13 14
15
16 17