We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$387K +$378K +2,193 New
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$386K +$113K +654 +43%
DWM
353
Diversify Wealth Management
Utah
$382K -$71.9K -417 -17%
EWA
354
Elevate Wealth Advisory
Georgia
$376K -$7.93K -46 -2%
MCM
355
MontVue Capital Management
Virginia
$375K
LIM
356
Leavell Investment Management
Alabama
$375K -$14.8K -86 -4%
CA
357
Continuum Advisory
Idaho
$373K +$182K +1,056 +100%
CJ
358
Caitlin John
Michigan
$370K +$28.1K +163 +8%
PSCM
359
Per Stirling Capital Management
Texas
$368K +$359K +2,083 New
SB
360
Simmons Bank
Arkansas
$367K
FC
361
Fulcrum Capital
Washington
$362K
ITB
362
Idaho Trust Bank
Idaho
$359K +$4.31K +25 +1%
CPA
363
Cardiff Park Advisors
California
$357K
CCM
364
Coldstream Capital Management
Washington
$352K +$331K +1,920 +2,526%
EGWAG
365
Elwood & Goetz Wealth Advisory Group
Georgia
$350K +$55K +319 +19%
PCM
366
Poehling Capital Management
Wisconsin
$344K
MWM
367
Modera Wealth Management
New Jersey
$344K +$336K +1,947 New
AWA
368
Acorn Wealth Advisors
Michigan
$343K -$32.9K -191 -9%
KA
369
Kovack Advisors
Florida
$343K -$94.7K -549 -22%
GLLW
370
Graves Light Lenhart Wealth
Virginia
$338K +$690 +4 +0.2%
BP
371
Ballentine Partners
Massachusetts
$335K
MFA
372
McClarren Financial Advisors
Pennsylvania
$333K +$64.5K +374 +25%
CA
373
Clearstead Advisors
Ohio
$332K +$345 +2 +0.1%
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$325K -$89.4K -518 -22%
BAM
375
BTS Asset Management
Massachusetts
$324K -$16.9K -98 -5%