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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
376
The Family Firm
Maryland
$187K +$188K +1,263 New
TIM
377
Tortoise Investment Management
New York
$187K +$9.84K +66 +6%
AWM
378
Avior Wealth Management
Nebraska
$180K +$29.8K +200 +20%
FFA
379
Farther Finance Advisors
California
$178K +$40.4K +271 +29%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$173K +$170K +1,140 +4,222%
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$171K -$22.4K -150 -12%
NSIM
382
North Star Investment Management
Illinois
$168K
CMP
383
Coston McIsaac & Partners
Maine
$153K
WT
384
Whittier Trust
California
$148K
VAMG
385
Voisard Asset Management Group
Michigan
$145K +$146K +980 New
UIA
386
Ulland Investment Advisors
Minnesota
$140K +$1.49K +10 +1%
PCFFS
387
Pacific Center for Financial Services
California
$136K
CT
388
Caldwell Trust
Florida
$132K
FP
389
Financial Perspectives
Minnesota
$122K
AF
390
Allworth Financial
California
$121K -$8.94K -60 -7%
CA
391
Continuum Advisory
Idaho
$120K
CAL
392
Capital Advisors Ltd
Ohio
$119K +$20.1K +135 +20%
SIS
393
Strategic Investment Solutions
Illinois
$118K +$124K +835 New
AWM
394
Atticus Wealth Management
Florida
$118K -$26.5K -178 -18%
MCM
395
MidAtlantic Capital Management
Virginia
$115K
CFO
396
Colony Family Offices
North Carolina
$110K
IA
397
IFP Advisors
Florida
$107K -$14.9K -100 -12%
PIM
398
Progressive Investment Management
Oregon
$104K
BF
399
BOK Financial
Oklahoma
$101K -$32.6K -219 -24%
WTA
400
Washington Trust Advisors
Massachusetts
$101K -$121K -815 -55%