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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$385K -$21.1K -110 -5%
SB
377
Simmons Bank
Arkansas
$385K
AWM
378
AE Wealth Management
Kansas
$385K +$12.1K +63 +3%
SFPG
379
Stonebridge Financial Planning Group
Florida
$385K +$35.5K +185 +10%
CJ
380
Caitlin John
Michigan
$384K +$192 +1 +0%
FC
381
Fulcrum Capital
Washington
$379K
AWM
382
Avior Wealth Management
Nebraska
$379K +$38.4K +200 +11%
OCM
383
One Capital Management
California
$379K
MCM
384
MontVue Capital Management
Virginia
$373K
WTA
385
Washington Trust Advisors
Massachusetts
$369K +$1.73K +9 +0.5%
PCA
386
Prosperity Capital Advisors
Ohio
$367K -$132K -688 -26%
YIH
387
Y-Intercept (HK)
Hong Kong
$366K +$380K +1,979 New
HIP
388
HUB Investment Partners
Texas
$364K +$378K +1,968 New
DAS
389
Dynamic Advisor Solutions
Arizona
$361K +$138K +720 +59%
MWM
390
Modera Wealth Management
New Jersey
$360K
AWA
391
Acorn Wealth Advisors
Michigan
$359K -$2.3K -12 -0.6%
ML
392
MLP3 LLC
New Jersey
$359K +$372K +1,940 New
GLLW
393
Graves Light Lenhart Wealth
Virginia
$356K +$960 +5 +0.3%
LFAS
394
Level Four Advisory Services
Texas
$351K +$60.9K +317 +20%
BP
395
Ballentine Partners
Massachusetts
$351K
CA
396
Clearstead Advisors
Ohio
$349K +$384 +2 +0.1%
DWM
397
Diversify Wealth Management
Utah
$346K -$5.18K -27 -1%
AFP
398
Ausdal Financial Partners
Iowa
$346K -$390K -2,033 -52%
MFA
399
McClarren Financial Advisors
Pennsylvania
$346K +$89.5K +466 +32%
SWM
400
Stronghold Wealth Management
Florida
$344K +$357K +1,860 New