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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
351
Jaffetilchin Investment Partners
Florida
$209K +$201K +1,524 New
BWA
352
Beam Wealth Advisors
Louisiana
$209K +$201K +1,522 New
MCM
353
MontVue Capital Management
Virginia
$208K +$201K +1,521 New
SAG
354
SageView Advisory Group
California
$208K -$62.6K -474 -23%
SB
355
Strategic Blueprint
Georgia
$207K -$189K -1,432 -49%
CAG
356
Curtis Advisory Group
California
$206K -$12.9K -98 -6%
WWM
357
Western Wealth Management
Colorado
$205K -$176K -1,332 -47%
WTA
358
Washington Trust Advisors
Massachusetts
$205K – – –
BF
359
BOK Financial
Oklahoma
$205K – – –
SIS
360
Strategic Investment Solutions
Illinois
$202K -$21M -158,920 -99%
BFAG
361
Blackston Financial Advisory Group
Florida
$202K +$195K +1,475 New
CAMG
362
CWA Asset Management Group
Florida
$201K -$89.1K -675 -32%
FPB
363
First PREMIER Bank
South Dakota
$195K -$28.5K -216 -13%
AF
364
Advisornet Financial
Minnesota
$193K -$4.75K -36 -2%
VNA
365
Valley National Advisers
Pennsylvania
$170K +$98.1K +743 +149%
NSIM
366
North Star Investment Management
Illinois
$167K +$3.04K +23 +2%
NF
367
Norwood Financial
Pennsylvania
$167K – – –
ACA
368
Atlas Capital Advisors
Wyoming
$165K -$67.2K -509 -30%
AWM
369
Atticus Wealth Management
Florida
$156K +$23.9K +181 +19%
GWM
370
Geneos Wealth Management
Colorado
$154K +$1.06K +8 +0.7%
TIM
371
Tortoise Investment Management
New York
$151K – – –
CMP
372
Coston McIsaac & Partners
Maine
$145K +$2.77K +21 +2%
AWM
373
Avior Wealth Management
Nebraska
$139K +$924 +7 +0.7%
WT
374
Whittier Trust
California
$137K – – –
UIA
375
Ulland Investment Advisors
Minnesota
$129K – – –
13 14
15
16 17