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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
401
Mitchell McLeod Pugh & Williams
Alabama
$349K – – –
GRP
402
Global Retirement Partners
California
$344K +$344K +1,756 New
VF
403
Vawter Financial
Ohio
$343K – – –
VHAM
404
Van Hulzen Asset Management
California
$341K -$7.84K -40 -2%
CIA
405
Capital Investment Advisors
Georgia
$338K -$16.7K -85 -5%
SWM
406
Stronghold Wealth Management
Florida
$337K +$3.53K +18 +1%
HFO
407
Heritage Family Offices
Arizona
$333K – – –
IHL
408
Investment House LLC
California
$333K – – –
PEWA
409
Pacific Excel Wealth Advisors
California
$333K +$333K +1,700 New
RWA
410
Roberts Wealth Advisors
California
$332K +$5.88K +30 +2%
UFPG
411
United Financial Planning Group
New York
$331K – – –
FFL
412
Financial Freedom LLC
Ohio
$331K – – –
AGWCA
413
Annis Gardner Whiting Capital Advisors
Florida
$330K +$981 +5 +0.3%
LPT
414
Legacy Private Trust
Wisconsin
$330K – – –
KWA
415
Kellett Wealth Advisors
Ohio
$329K – – –
BDF
416
Black Diamond Financial
Maryland
$329K – – –
CVA
417
Central Valley Advisors
California
$328K -$19K -97 -5%
RPCONE
418
Retirement Planning Company of New England
Rhode Island
$326K -$981 -5 -0.3%
TWP
419
Tyche Wealth Partners
Texas
$325K -$12.9K -66 -4%
LIM
420
Leavell Investment Management
Alabama
$324K -$2.55K -13 -0.8%
MA
421
MONECO Advisors
Connecticut
$324K +$22K +112 +7%
OWM
422
OneAscent Wealth Management
Alabama
$322K -$2.94K -15 -0.9%
CFO
423
CVA Family Office
Colorado
$322K – – –
MMA
424
Miracle Mile Advisors
California
$322K +$41K +209 +15%
GT
425
Glenmede Trust
Pennsylvania
$320K – – –
15 16
17
18 19