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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
376
Level Four Advisory Services
Texas
$404K +$27K +139 +7%
MCM
377
MontVue Capital Management
Virginia
$400K – – –
DAS
378
Dynamic Advisor Solutions
Arizona
$397K +$10.7K +55 +3%
WTA
379
Washington Trust Advisors
Massachusetts
$392K -$3.11K -16 -0.8%
AWA
380
Acorn Wealth Advisors
Michigan
$386K +$1.36K +7 +0.4%
MWM
381
Modera Wealth Management
New Jersey
$386K – – –
HA
382
Hegarty Advisors
New York
$384K -$33.4K -172 -8%
ML
383
MLP3 LLC
New Jersey
$384K – – –
GLLW
384
Graves Light Lenhart Wealth
Virginia
$381K – – –
DWM
385
Diversify Wealth Management
Utah
$378K +$10.3K +53 +3%
BP
386
Ballentine Partners
Massachusetts
$376K – – –
CA
387
Clearstead Advisors
Ohio
$374K +$389 +2 +0.1%
PWA
388
Peterson Wealth Advisors
Utah
$364K +$1.94K +10 +0.5%
JIG
389
Junk Investment Group
Maryland
$360K +$353K +1,818 New
CIA
390
Capital Investment Advisors
Georgia
$359K +$25.1K +129 +8%
MMPW
391
Mitchell McLeod Pugh & Williams
Alabama
$354K +$14.8K +76 +4%
VHAM
392
Van Hulzen Asset Management
California
$354K +$14.6K +75 +4%
CVA
393
Central Valley Advisors
California
$351K +$344K +1,770 New
M
394
MYeCFO
California
$350K – – –
VF
395
Vawter Financial
Ohio
$347K – – –
FA
396
FSA Advisors
Michigan
$344K -$83.2K -428 -20%
ITB
397
Idaho Trust Bank
Idaho
$342K +$11.7K +60 +4%
TWP
398
Tyche Wealth Partners
Texas
$342K – – –
SWM
399
Stronghold Wealth Management
Florida
$337K -$30.7K -158 -8%
IHL
400
Investment House LLC
California
$337K -$194K -1,000 -37%
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