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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
376
BerganKDV Wealth Management
Minnesota
$184K +$3.41K +23 +2%
NSIM
377
North Star Investment Management
Illinois
$180K -$12.9K -87 -7%
TIM
378
Tortoise Investment Management
New York
$169K – – –
AWM
379
Avior Wealth Management
Nebraska
$161K +$32.9K +222 +27%
CIA
380
Choate Investment Advisors
Massachusetts
$158K – – –
CMP
381
Coston McIsaac & Partners
Maine
$157K +$2.52K +17 +2%
RBC
382
Romano Brothers & Co
Illinois
$156K +$151K +1,020 New
WT
383
Whittier Trust
California
$153K – – –
AF
384
Allworth Financial
California
$140K -$9.78K -66 -7%
CT
385
Caldwell Trust
Florida
$137K – – –
GWM
386
Geneos Wealth Management
Colorado
$130K +$3.26K +22 +3%
FP
387
Financial Perspectives
Minnesota
$127K – – –
NSB
388
Norway Savings Bank
Maine
$113K -$7.41K -50 -6%
AFS
389
Annapolis Financial Services
Maryland
$113K – – –
CFO
390
Colony Family Offices
North Carolina
$113K – – –
BCV
391
Banque Cantonale Vaudoise
Switzerland
$113K -$741 -5 -0.7%
NF
392
Norwood Financial
Pennsylvania
$111K -$5.93K -40 -5%
PIM
393
Progressive Investment Management
Oregon
$107K +$104K +700 New
BTI
394
Blue Trust Inc
Georgia
$107K – – –
AWM
395
Atticus Wealth Management
Florida
$107K -$9.63K -65 -9%
BC
396
Barrett & Company
Rhode Island
$104K – – –
CAL
397
Capital Advisors Ltd
Ohio
$102K – – –
S
398
SignatureFD
Georgia
$102K -$4.15K -28 -4%
TF
399
Tompkins Financial
New York
$100K – – –
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.7K – – –
14 15
16
17 18