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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
376
Caldwell Trust
Florida
$114K – – –
BTI
377
Blue Trust Inc
Georgia
$112K – – –
FP
378
Financial Perspectives
Minnesota
$106K – – –
AFS
379
Annapolis Financial Services
Maryland
$95.7K +$1.4K +10 +1%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$93K – – –
TPCW
381
TD Private Client Wealth
New York
$90.7K -$98.3K -703 -50%
S
382
SignatureFD
Georgia
$89.5K +$140 +1 +0.1%
PIM
383
Progressive Investment Management
Oregon
$89.3K – – –
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$88K +$96.4K +689 New
CAL
385
Capital Advisors Ltd
Ohio
$85K – – –
SL
386
Salomon & Ludwin
Virginia
$83.8K +$91.9K +657 New
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.9K – – –
CA
388
Clearstead Advisors
Ohio
$82.6K – – –
MIFH
389
Migdal Insurance & Financial Holdings
Israel
$82K – – –
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$72.5K +$699 +5 +0.9%
MA
391
Montag & Associates
Georgia
$70.9K – – –
BAM
392
Bellevue Asset Management
Washington
$67K – – –
VNA
393
Valley National Advisers
Pennsylvania
$64K – – –
TF
394
Tompkins Financial
New York
$63.8K -$21K -150 -23%
AWM
395
Abound Wealth Management
Tennessee
$63.5K +$12.2K +87 +21%
EWA
396
EverSource Wealth Advisors
Alabama
$61.6K +$48.3K +345 +250%
CB
397
Community Bank
New York
$59.3K – – –
DJSG
398
D.J. St. Germain
Massachusetts
$58.7K – – –
AAG
399
Armstrong Advisory Group
Massachusetts
$57.1K -$188K -1,346 -75%
CA
400
Crewe Advisors
Utah
$55.2K – – –
14 15
16
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