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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
WNY Asset Management
New York
$415K -$59.4K -303 -13%
EWA
377
Elevate Wealth Advisory
Georgia
$414K -$5.1K -26 -1%
WWA
378
Wingate Wealth Advisors
Massachusetts
$413K +$1.96K +10 +0.5%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$80.2K +409 +24%
CJ
380
Caitlin John
Michigan
$407K +$392 +2 +0.1%
OCM
381
One Capital Management
California
$406K – – –
LFAS
382
Level Four Advisory Services
Texas
$404K +$4.9K +25 +1%
SB
383
Simmons Bank
Arkansas
$402K -$4.9K -25 -1%
FC
384
Fulcrum Capital
Washington
$401K – – –
MC
385
Miramontes Capital
California
$395K – – –
MCM
386
MontVue Capital Management
Virginia
$395K – – –
CA
387
Clearstead Advisors
Ohio
$392K +$22.9K +117 +6%
WTA
388
Washington Trust Advisors
Massachusetts
$389K +$1.57K +8 +0.4%
DWM
389
Diversify Wealth Management
Utah
$386K +$9.81K +50 +3%
DAS
390
Diversify Advisory Services
Utah
$386K +$385K +1,961 New
AWA
391
Acorn Wealth Advisors
Michigan
$383K +$2.16K +11 +0.6%
GLLW
392
Graves Light Lenhart Wealth
Virginia
$377K – – –
CCM
393
Coldstream Capital Management
Washington
$376K -$391K -1,996 -51%
BP
394
Ballentine Partners
Massachusetts
$371K – – –
EIG
395
Ellenbecker Investment Group
Wisconsin
$365K +$366K +1,864 New
AWM
396
AE Wealth Management
Kansas
$363K +$68.3K +348 +23%
PWA
397
Peterson Wealth Advisors
Utah
$363K +$3.14K +16 +0.9%
TL
398
Tradewinds LLC
North Carolina
$362K +$305K +1,556 New
JIG
399
Junk Investment Group
Maryland
$356K – – –
Fisher Asset Management
400
Fisher Asset Management
Washington
$356K +$357K +1,818 New