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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
376
Caldwell Trust
Florida
$127K
FP
377
Financial Perspectives
Minnesota
$118K
BTI
378
Blue Trust Inc
Georgia
$116K -$14.9K -102 -11%
AF
379
Allworth Financial
California
$111K -$18.3K -125 -14%
AFS
380
Annapolis Financial Services
Maryland
$105K
Citadel Advisors
381
Citadel Advisors
Florida
$104K +$107K +730 New
BCV
382
Banque Cantonale Vaudoise
Switzerland
$103K -$6.74K -46 -6%
S
383
SignatureFD
Georgia
$99.7K
PIM
384
Progressive Investment Management
Oregon
$99.5K
GFP
385
Gryphon Financial Partners
Ohio
$98.8K +$102K +695 New
NF
386
Norwood Financial
Pennsylvania
$96.8K
BC
387
Barrett & Company
Rhode Island
$96K
CAL
388
Capital Advisors Ltd
Ohio
$95K
AWM
389
Avior Wealth Management
Nebraska
$93.6K
LWANC
390
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.4K
TF
391
Tompkins Financial
New York
$92.4K
CA
392
Clearstead Advisors
Ohio
$92.1K +$94.9K +648 New
MIFH
393
Migdal Insurance & Financial Holdings
Israel
$91K
UIA
394
Ulland Investment Advisors
Minnesota
$84K +$4.39K +30 +5%
JGIA
395
Jackson Grant Investment Advisers
Connecticut
$80.2K
MA
396
Montag & Associates
Georgia
$78.9K
BAM
397
Bellevue Asset Management
Washington
$74.6K
VNA
398
Valley National Advisers
Pennsylvania
$72K
SWA
399
SOA Wealth Advisors
New York
$69.7K
CB
400
Community Bank
New York
$66.1K -$11.7K -80 -15%