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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
351
StoneX Group
New York
$336K +$10.5K +62 +3%
NA
352
NewEdge Advisors
Louisiana
$336K +$5.57K +33 +2%
PCM
353
Poehling Capital Management
Wisconsin
$333K – – –
AFM
354
Armstrong Fleming & Moore
District of Columbia
$331K +$328K +1,940 New
CJ
355
Caitlin John
Michigan
$330K -$261K -1,545 -44%
FHA
356
Flagship Harbor Advisors
Massachusetts
$330K -$12.8K -76 -4%
CHP
357
Cable Hill Partners
Oregon
$328K +$324K +1,920 New
TFS
358
Thoroughbred Financial Services
Tennessee
$328K -$141K -832 -30%
GLLW
359
Graves Light Lenhart Wealth
Virginia
$327K -$33.8K -200 -9%
BP
360
Ballentine Partners
Massachusetts
$324K -$54.9K -325 -15%
AWM
361
Avior Wealth Management
Nebraska
$321K – – –
CA
362
Clearstead Advisors
Ohio
$321K +$338 +2 +0.1%
WAP
363
Wealthcare Advisory Partners
Pennsylvania
$313K +$43.1K +255 +16%
MFA
364
McClarren Financial Advisors
Pennsylvania
$313K -$52.5K -311 -17%
SA
365
Sanctuary Advisors
Indiana
$311K +$308K +1,823 New
AP
366
Advisors Preferred
Maryland
$311K +$307K +1,815 New
CCA
367
Cora Capital Advisors
New Jersey
$308K – – –
OWM
368
OneAscent Wealth Management
Alabama
$302K -$7.94K -47 -3%
VCM
369
Virtue Capital Management
Tennessee
$297K +$294K +1,739 New
FPAS
370
Focus Partners Advisor Solutions
Missouri
$297K +$75.7K +448 +35%
CFG
371
Citizens Financial Group
Rhode Island
$297K +$169 +1 +0.1%
TWP
372
Tyche Wealth Partners
Texas
$295K – – –
TCOV
373
Trust Company of Vermont
Vermont
$293K – – –
CAP
374
Columbia Advisory Partners
Washington
$293K +$290K +1,714 New
MMPW
375
Mitchell McLeod Pugh & Williams
Alabama
$292K – – –
13 14
15
16 17