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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
351
Mitchell McLeod Pugh & Williams
Alabama
$297K – – –
HFO
352
Heritage Family Offices
Arizona
$296K – – –
SCI
353
Silver Coast Investments
United States
$295K +$272K +1,693 New
EAM
354
Evanson Asset Management
California
$293K -$140K -869 -34%
RPCONE
355
Retirement Planning Company of New England
Rhode Island
$290K -$21.1K -131 -7%
WAM
356
WNY Asset Management
New York
$289K -$6.43K -40 -2%
MA
357
Montag & Associates
Georgia
$286K – – –
SW
358
Solidarity Wealth
Utah
$281K +$258K +1,603 New
ACI
359
Alpha Cubed Investments
California
$280K – – –
MWM
360
Modern Wealth Management
Kansas
$280K -$4.82K -30 -2%
MG
361
Mather Group
Illinois
$279K -$90K -560 -26%
PIA
362
Panoramic Investment Advisors
Colorado
$279K +$257K +1,601 New
GSIAS
363
Garden State Investment Advisory Services
New Jersey
$277K +$1.77K +11 +0.7%
DC
364
Davenport & Co
Virginia
$270K +$5.46K +34 +2%
GRP
365
Global Retirement Partners
California
$267K -$48.9K -304 -17%
GVAG
366
Great Valley Advisor Group
Delaware
$267K +$24.9K +155 +11%
JIP
367
Jaffetilchin Investment Partners
Florida
$266K +$161 +1 +0.1%
GT
368
Glenmede Trust
Pennsylvania
$264K +$24.4K +152 +11%
CIA
369
Cape Investment Advisory
Georgia
$263K -$2.57K -16 -1%
RWP
370
RWA Wealth Partners
Massachusetts
$261K – – –
WWM
371
Western Wealth Management
Colorado
$261K +$10.8K +67 +5%
WPWM
372
Western Pacific Wealth Management
Illinois
$258K – – –
CAMG
373
CWA Asset Management Group
Florida
$255K +$235K +1,465 New
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$255K +$2.41K +15 +1%
ZRP
375
Zynergy Retirement Planning
New Jersey
$254K – – –
13 14
15
16 17