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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
351
Coppell Advisory Solutions
Texas
$447K +$35.3K +184 +8%
EWA
352
Elevate Wealth Advisory
Georgia
$444K +$51.3K +267 +13%
HAP
353
Harbor Asset Planning
Massachusetts
$439K +$103K +539 +29%
UBS AM
354
UBS AM
Illinois
$437K +$454K +2,364 New
FPW
355
Flagship Private Wealth
Massachusetts
$437K -$10.2K -53 -2%
BFAG
356
Blackston Financial Advisory Group
Florida
$434K -$3.07K -16 -0.7%
GAM
357
Gotham Asset Management
New York
$434K +$227K +1,185 +102%
UIM
358
Unified Investment Management
Georgia
$433K
CFG
359
Citizens Financial Group
Rhode Island
$430K +$113K +587 +34%
EAM
360
Everstar Asset Management
North Carolina
$426K
BWM
361
BCS Wealth Management
Tennessee
$424K +$220K +1,145 +100%
SMC
362
Smith, Moore & Co
Missouri
$422K +$32.8K +171 +8%
SFS
363
Sharp Financial Services
Pennsylvania
$421K
KWA
364
Kingswood Wealth Advisors
California
$418K +$768 +4 +0.2%
SFG
365
SNS Financial Group
Minnesota
$416K
PSCM
366
Per Stirling Capital Management
Texas
$416K +$31.3K +163 +8%
PA
367
Parallel Advisors
California
$411K +$12.3K +64 +3%
GRP
368
Global Retirement Partners
California
$408K -$1.92K -10 -0.5%
CAG
369
Csenge Advisory Group
Florida
$407K -$734K -3,825 -63%
ZAM
370
Zevin Asset Management
Massachusetts
$405K
FA
371
FSA Advisors
Michigan
$401K +$416K +2,166 New
HFRG
372
Houlihan Financial Resource Group
Virginia
$398K +$110K +575 +37%
CA
373
Continuum Advisory
Idaho
$391K
HA
374
Hegarty Advisors
New York
$390K +$405K +2,112 New
HH
375
Hilltop Holdings
Texas
$387K -$974K -5,076 -71%