We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
351
Flagship Harbor Advisors
Massachusetts
$328K -$152K -889 -31%
AWS
352
Aspen Wealth Strategies
Colorado
$327K -$19.7K -115 -5%
FFL
353
Financial Freedom LLC
Ohio
$326K +$856 +5 +0.3%
PCM
354
Poehling Capital Management
Wisconsin
$319K – – –
NA
355
NewEdge Advisors
Louisiana
$316K -$16.8K -98 -5%
SG
356
StoneX Group
New York
$312K +$2.4K +14 +0.7%
GSIAS
357
Garden State Investment Advisory Services
New Jersey
$311K +$53.7K +314 +20%
AWM
358
Avior Wealth Management
Nebraska
$307K -$31.1K -182 -9%
CA
359
Clearstead Advisors
Ohio
$307K +$13.5K +79 +4%
MFA
360
McClarren Financial Advisors
Pennsylvania
$297K +$71.7K +419 +30%
OWM
361
OneAscent Wealth Management
Alabama
$296K -$59.6K -348 -16%
CCA
362
Cora Capital Advisors
New Jersey
$295K -$54.6K -319 -15%
MCCP
363
Mission Creek Capital Partners
California
$292K +$58.5K +342 +24%
MA
364
MONECO Advisors
Connecticut
$291K -$31.3K -183 -9%
CFG
365
Citizens Financial Group
Rhode Island
$284K +$342 +2 +0.1%
TWP
366
Tyche Wealth Partners
Texas
$282K – – –
EGWAG
367
Elwood & Goetz Wealth Advisory Group
Georgia
$281K – – –
BCA
368
Bay Colony Advisors
Massachusetts
$281K -$378K -2,207 -56%
TCOV
369
Trust Company of Vermont
Vermont
$280K +$294K +1,715 New
MMPW
370
Mitchell McLeod Pugh & Williams
Alabama
$279K – – –
RWA
371
Roberts Wealth Advisors
California
$279K +$287K +1,679 New
HFO
372
Heritage Family Offices
Arizona
$278K – – –
SCI
373
Silver Coast Investments
United States
$278K +$1.03K +6 +0.4%
LPT
374
Legacy Private Trust
Wisconsin
$275K +$288K +1,684 New
EAM
375
Evanson Asset Management
California
$275K – – –
13 14
15
16 17