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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
351
Focus Financial Network
Minnesota
$237K +$229K +1,548 New
MPCL
352
My Personal CFO LLC
Washington
$236K +$228K +1,540 New
BAM
353
BTS Asset Management
Massachusetts
$233K +$223K +1,502 New
FW
354
FirstPurpose Wealth
Utah
$230K +$9.19K +62 +4%
WTA
355
Washington Trust Advisors
Massachusetts
$229K
CFG
356
Citizens Financial Group
Rhode Island
$229K +$221K +1,492 New
TCWM
357
Total Clarity Wealth Management
Illinois
$228K +$221K +1,490 New
BCCM
358
Bridge Creek Capital Management
Massachusetts
$228K -$3.71K -25 -2%
BWP
359
Balboa Wealth Partners
Arizona
$226K +$8K +54 +4%
JIP
360
Jaffetilchin Investment Partners
Florida
$224K +$148 +1 +0.1%
VWA
361
V Wealth Advisors
Kansas
$219K +$212K +1,431 New
DC
362
Davenport & Co
Virginia
$219K -$126K -851 -37%
FFS
363
Founders Financial Securities
Maryland
$218K
PA
364
Parallel Advisors
California
$218K -$5.78K -39 -3%
NEPWA
365
New England Private Wealth Advisors
Massachusetts
$212K +$205K +1,386 New
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$212K -$140K -946 -41%
GVAG
367
Great Valley Advisor Group
Delaware
$212K +$205K +1,381 New
AWM
368
Abound Wealth Management
Tennessee
$210K +$162K +1,096 +397%
SOS
369
Silver Oak Securities
Tennessee
$209K -$96.2K -649 -32%
MTC
370
Matrix Trust Company
Colorado
$207K +$3.71K +25 +2%
ML
371
McAdam LLC
Pennsylvania
$205K -$2.19M -14,792 -92%
ACI
372
Alpha Cubed Investments
California
$203K +$196K +1,325 New
SAM
373
Secure Asset Management
Michigan
$202K +$195K +1,317 New
RWM
374
RBA Wealth Management
California
$201K +$195K +1,313 New
PSF
375
Pacific Sun Financial
California
$201K +$194K +1,310 New