We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
351
Harbor Asset Planning
Massachusetts
$473K +$3.11K +16 +0.7%
SFS
352
Sharp Financial Services
Pennsylvania
$471K +$19.4K +100 +4%
BA
353
BCM Advisors
Louisiana
$470K -$167K -862 -27%
KWA
354
Kingswood Wealth Advisors
California
$469K +$21K +108 +5%
FPW
355
Flagship Private Wealth
Massachusetts
$466K -$1.75K -9 -0.4%
GAM
356
Gotham Asset Management
New York
$464K – – –
UIM
357
Unified Investment Management
Georgia
$463K – – –
CFG
358
Citizens Financial Group
Rhode Island
$461K +$194 +1 +0%
SFG
359
SNS Financial Group
Minnesota
$461K +$14.6K +75 +3%
EAM
360
Everstar Asset Management
North Carolina
$456K – – –
BFAG
361
Blackston Financial Advisory Group
Florida
$452K -$12.4K -64 -3%
IAAG
362
Innovative Asset Advisors Group
Connecticut
$452K +$443K +2,279 New
SC
363
Savant Capital
Illinois
$449K +$189K +974 +75%
PSCM
364
Per Stirling Capital Management
Texas
$445K – – –
GPWM
365
Grant Private Wealth Management
California
$436K +$428K +2,202 New
ZAM
366
Zevin Asset Management
Massachusetts
$434K – – –
EWA
367
Elevate Wealth Advisory
Georgia
$424K -$49.9K -257 -11%
HFRG
368
Houlihan Financial Resource Group
Virginia
$422K +$583 +3 +0.1%
CA
369
Continuum Advisory
Idaho
$419K – – –
WWA
370
Wingate Wealth Advisors
Massachusetts
$417K +$88.8K +457 +28%
SB
371
Simmons Bank
Arkansas
$412K – – –
CJ
372
Caitlin John
Michigan
$412K +$583 +3 +0.1%
HIP
373
HUB Investment Partners
Texas
$412K +$21.4K +110 +6%
FC
374
Fulcrum Capital
Washington
$406K – – –
OCM
375
One Capital Management
California
$406K – – –
13 14
15
16 17