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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
376
Pacific Center for Financial Services
California
$126K – – –
AF
377
Allworth Financial
California
$125K -$1.98K -15 -2%
LFG
378
Larson Financial Group
Missouri
$123K – – –
CT
379
Caldwell Trust
Florida
$122K – – –
FP
380
Financial Perspectives
Minnesota
$113K – – –
MCM
381
MidAtlantic Capital Management
Virginia
$107K +$103K +777 New
AFS
382
Annapolis Financial Services
Maryland
$103K – – –
CFO
383
Colony Family Offices
North Carolina
$101K +$97.7K +740 New
S
384
SignatureFD
Georgia
$98.4K +$2.11K +16 +2%
PIM
385
Progressive Investment Management
Oregon
$95.9K – – –
BCV
386
Banque Cantonale Vaudoise
Switzerland
$95K -$4.62K -35 -5%
CG
387
Cutler Group
California
$95K +$79.2K +600 +600%
CAL
388
Capital Advisors Ltd
Ohio
$91K – – –
LWANC
389
Laurel Wealth Advisors (North Carolina)
North Carolina
$89.1K – – –
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$89K – – –
CA
391
Clearstead Advisors
Ohio
$88.8K – – –
SL
392
Salomon & Ludwin
Virginia
$83.8K – – –
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$79.4K +$1.45K +11 +2%
LIWM
394
Long Island Wealth Management
New York
$77K +$74.3K +563 New
TF
395
Tompkins Financial
New York
$76.2K +$7.39K +56 +11%
DJSG
396
D.J. St. Germain
Massachusetts
$75.7K +$12.1K +92 +20%
OP
397
ORG Partners
Indiana
$75.4K +$36.3K +275 +100%
BAM
398
Bellevue Asset Management
Washington
$72K – – –
CAS
399
Coppell Advisory Solutions
Texas
$70K +$28.1K +213 +71%
TPCW
400
TD Private Client Wealth
New York
$69.9K -$26.5K -201 -28%
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