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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
376
Concurrent Investment Advisors
Florida
$253K -$21.1K -131 -8%
MCCP
377
Mission Creek Capital Partners
California
$252K +$232K +1,446 New
OCPWS
378
One Charles Private Wealth Services
Massachusetts
$251K -$16.4K -102 -7%
FPB
379
First PREMIER Bank
South Dakota
$250K -$30.2K -188 -12%
SIS
380
Strategic Investment Solutions
Illinois
$246K +$93.2K +580 +69%
SB
381
Strategic Blueprint
Georgia
$246K +$227K +1,413 New
CAG
382
Curtis Advisory Group
California
$244K
MOS
383
MGO One Seven
Ohio
$242K -$10.3K -64 -4%
GIA
384
Gladstone Institutional Advisory
Florida
$235K +$217K +1,352 New
SAM
385
SignalPoint Asset Management
Missouri
$235K +$218K +1,356 New
CW
386
CreativeOne Wealth
Kansas
$234K +$216K +1,342 New
FCA
387
FinTrust Capital Advisors
South Carolina
$233K +$188K +1,172 +710%
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$232K
MPCL
389
My Personal CFO LLC
Washington
$231K -$513K -3,189 -71%
CIA
390
Capital Investment Advisors
Georgia
$230K +$212K +1,322 New
EHAM
391
Eagle Harbor Asset Management
Washington
$228K +$211K +1,312 New
TIM
392
Tortoise Investment Management
New York
$227K +$6.43K +40 +3%
WEG
393
World Equity Group
Illinois
$227K +$209K +1,302 New
ORG
394
Optimist Retirement Group
Washington
$226K +$209K +1,301 New
ODIJL
395
One Day In July LLC
Vermont
$220K +$203K +1,264 New
MIM
396
Moseley Investment Management
Florida
$219K +$202K +1,256 New
SFS
397
Summit Financial Strategies
Ohio
$218K -$64.1K -399 -24%
RWM
398
RBA Wealth Management
California
$218K +$202K +1,254 New
PP
399
Patten & Patten
Tennessee
$218K +$201K +1,251 New
CAS
400
Coppell Advisory Solutions
Texas
$217K -$2.09K -13 -1%