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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
376
NewEdge Wealth
Pennsylvania
$273K +$286K +1,673 New
CIA
377
Cape Investment Advisory
Georgia
$272K +$26.4K +154 +10%
RWM
378
Rialto Wealth Management
New York
$271K +$284K +1,660 New
WAM
379
WNY Asset Management
New York
$271K -$342 -2 -0.1%
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$271K -$1.88K -11 -0.7%
CFO
381
CVA Family Office
Colorado
$269K -$77.9K -455 -22%
MA
382
Montag & Associates
Georgia
$267K
MWM
383
Modern Wealth Management
Kansas
$266K +$3.77K +22 +1%
MAWA
384
Moss Adams Wealth Advisors
Washington
$265K +$278K +1,622 New
PIA
385
Panoramic Investment Advisors
Colorado
$265K +$3.08K +18 +1%
KPWM
386
KDK Private Wealth Management
Texas
$264K +$277K +1,617 New
KWA
387
Kellett Wealth Advisors
Ohio
$262K -$128K -750 -32%
SW
388
Solidarity Wealth
Utah
$262K
PP
389
PDS Planning
Ohio
$261K +$274K +1,599 New
KWA
390
Kingswood Wealth Advisors
California
$259K +$271K +1,584 New
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$258K -$70.5K -412 -21%
SIS
392
Strategic Investment Solutions
Illinois
$256K +$28.1K +164 +12%
ZRP
393
Zynergy Retirement Planning
New Jersey
$254K
SB
394
Strategic Blueprint
Georgia
$252K +$22.4K +131 +9%
DC
395
Davenport & Co
Virginia
$251K -$3.42K -20 -1%
BlackRock
396
BlackRock
New York
$250K +$262K +1,528 New
JIP
397
Jaffetilchin Investment Partners
Florida
$250K +$342 +2 +0.1%
GT
398
Glenmede Trust
Pennsylvania
$248K
AssetMark Inc
399
AssetMark Inc
California
$247K +$130K +761 +101%
MFS
400
Miller Financial Services
Michigan
$247K +$258K +1,510 New