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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
376
Capital Investment Advisors
Georgia
$342K +$69.1K +377 +26%
RA
377
RFG Advisory
Alabama
$341K +$330K +1,800 New
CW
378
CreativeOne Wealth
Kansas
$340K +$60.6K +331 +23%
SA
379
Sanctuary Advisors
Indiana
$335K +$101K +552 +45%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$334K – – –
CFG
381
Citizens Financial Group
Rhode Island
$329K +$183 +1 +0.1%
TWP
382
Tyche Wealth Partners
Texas
$327K – – –
TCOV
383
Trust Company of Vermont
Vermont
$325K – – –
SFC
384
Swisher Financial Concepts
Ohio
$323K +$733 +4 +0.2%
HFO
385
Heritage Family Offices
Arizona
$322K – – –
GIM
386
Glenmede Investment Management
Pennsylvania
$322K +$33K +180 +12%
UFPG
387
United Financial Planning Group
New York
$320K +$310K +1,691 New
FFL
388
Financial Freedom LLC
Ohio
$320K – – –
LPT
389
Legacy Private Trust
Wisconsin
$319K – – –
KWA
390
Kellett Wealth Advisors
Ohio
$319K +$9.16K +50 +3%
CCFM
391
Clear Creek Financial Management
Washington
$318K -$11.4K -62 -4%
RPCONE
392
Retirement Planning Company of New England
Rhode Island
$316K -$366 -2 -0.1%
EGWAG
393
Elwood & Goetz Wealth Advisory Group
Georgia
$315K -$58.4K -319 -16%
CFO
394
CVA Family Office
Colorado
$312K – – –
PIA
395
Panoramic Investment Advisors
Colorado
$312K +$1.47K +8 +0.5%
MA
396
Montag & Associates
Georgia
$309K – – –
RWA
397
Roberts Wealth Advisors
California
$308K -$1.1K -6 -0.4%
MA
398
MONECO Advisors
Connecticut
$308K +$1.1K +6 +0.4%
FA
399
Fountainhead AM
New Jersey
$306K +$296K +1,616 New
SW
400
Solidarity Wealth
Utah
$304K – – –
14 15
16
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