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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
376
Heritage Family Offices
Arizona
$290K – – –
SFC
377
Swisher Financial Concepts
Ohio
$290K +$78K +462 +37%
FFL
378
Financial Freedom LLC
Ohio
$288K -$52K -308 -15%
LPT
379
Legacy Private Trust
Wisconsin
$288K – – –
EAM
380
Evanson Asset Management
California
$287K – – –
CIA
381
Cape Investment Advisory
Georgia
$286K +$1.69K +10 +0.6%
RPCONE
382
Retirement Planning Company of New England
Rhode Island
$285K +$1.69K +10 +0.6%
EGWAG
383
Elwood & Goetz Wealth Advisory Group
Georgia
$284K -$9.63K -57 -3%
MA
384
MONECO Advisors
Connecticut
$283K -$20.6K -122 -7%
RWM
385
Rialto Wealth Management
New York
$282K -$1.52K -9 -0.5%
CFO
386
CVA Family Office
Colorado
$281K – – –
RWA
387
Roberts Wealth Advisors
California
$279K -$7.94K -47 -3%
MA
388
Montag & Associates
Georgia
$279K – – –
PIA
389
Panoramic Investment Advisors
Colorado
$278K +$1.52K +9 +0.6%
GT
390
Glenmede Trust
Pennsylvania
$278K +$18.2K +108 +7%
PP
391
PDS Planning
Ohio
$275K +$1.69K +10 +0.6%
KPWM
392
KDK Private Wealth Management
Texas
$274K -$2.03K -12 -0.7%
SW
393
Solidarity Wealth
Utah
$274K – – –
OCPWS
394
One Charles Private Wealth Services
Massachusetts
$273K +$17.7K +105 +7%
SFS
395
Sharp Financial Services
Pennsylvania
$273K -$101K -600 -27%
PWM
396
Praetorian Wealth Management
California
$272K +$56.6K +335 +27%
MWM
397
Modern Wealth Management
Kansas
$270K -$8.95K -53 -3%
WWM
398
Western Wealth Management
Colorado
$266K +$17.1K +101 +7%
JFGLC
399
Johnson Financial Group LLC (Colorado)
Colorado
$264K +$261K +1,545 New
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$262K +$172K +1,018 +197%
14 15
16
17 18