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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
376
Harbor Asset Planning
Massachusetts
$322K +$314K +1,821 New
FPAS
377
Focus Partners Advisor Solutions
Missouri
$309K +$2.07K +12 +0.7%
CCFM
378
Clear Creek Financial Management
Washington
$308K +$301K +1,743 New
CFG
379
Citizens Financial Group
Rhode Island
$307K +$345 +2 +0.1%
TWP
380
Tyche Wealth Partners
Texas
$304K – – –
SFS
381
Sharp Financial Services
Pennsylvania
$304K +$21.6K +125 +8%
TCOV
382
Trust Company of Vermont
Vermont
$303K – – –
MMPW
383
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SFC
384
Swisher Financial Concepts
Ohio
$300K +$517 +3 +0.2%
FFL
385
Financial Freedom LLC
Ohio
$298K – – –
LPT
386
Legacy Private Trust
Wisconsin
$297K – – –
RPCONE
387
Retirement Planning Company of New England
Rhode Island
$295K +$1.21K +7 +0.4%
TSS
388
Two Sigma Securities
New York
$293K +$286K +1,659 New
CFO
389
CVA Family Office
Colorado
$290K – – –
PIA
390
Panoramic Investment Advisors
Colorado
$289K +$1.55K +9 +0.6%
RWA
391
Roberts Wealth Advisors
California
$288K – – –
MA
392
Montag & Associates
Georgia
$288K – – –
KWA
393
Kellett Wealth Advisors
Ohio
$288K +$25.9K +150 +10%
HFO
394
Heritage Family Offices
Arizona
$287K – – –
PP
395
PDS Planning
Ohio
$286K +$2.24K +13 +0.8%
MA
396
MONECO Advisors
Connecticut
$286K -$6.55K -38 -2%
SW
397
Solidarity Wealth
Utah
$283K – – –
OWM
398
OneAscent Wealth Management
Alabama
$280K -$30.9K -179 -10%
CAMG
399
CWA Asset Management Group
Florida
$278K +$13.1K +76 +5%
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$276K +$1.73K +10 +0.7%
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