We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
401
Tompkins Financial
New York
$71.3K -$7.57K -56 -10%
VNA
402
Valley National Advisers
Pennsylvania
$71K -$100K -743 -60%
CWM
403
Cedar Wealth Management
California
$67.7K +$14.6K +108 +29%
DJSG
404
D.J. St. Germain
Massachusetts
$65.6K -$12.4K -92 -17%
AEPWM
405
Atlantic Edge Private Wealth Management
Florida
$64.2K – – –
SSB
406
Sandy Spring Bank
Maryland
$64.1K +$4.05K +30 +7%
BWL
407
Bogart Wealth LLC
Virginia
$63.9K – – –
CA
408
Crewe Advisors
Utah
$61.7K – – –
CHC
409
City Holding Co
West Virginia
$60.3K – – –
CT
410
Colonial Trust
South Carolina
$59.9K – – –
RAM
411
Ramirez Asset Management
New York
$59.9K – – –
PAG
412
Paladin Advisory Group
Iowa
$53.9K – – –
CFFP
413
Center for Financial Planning
Michigan
$53.5K – – –
DCM
414
Davis Capital Management
Florida
$53.2K – – –
PCMC
415
Private Capital Management (Colorado)
Colorado
$53K – – –
VWM
416
Venturi Wealth Management
Texas
$52.4K +$48.1K +356 +3,236%
AAP
417
Arax Advisory Partners
Colorado
$51.4K +$405 +3 +0.8%
AAG
418
Armstrong Advisory Group
Massachusetts
$50K – – –
TWD
419
True Wealth Design
Ohio
$49.6K – – –
EWA
420
EverSource Wealth Advisors
Alabama
$47.1K +$25.3K +187 +136%
ST
421
Smithfield Trust
Pennsylvania
$46K – – –
AF
422
Advisornet Financial
Minnesota
$44.9K -$148K -1,092 -78%
HR
423
Howe & Rusling
New York
$44.2K – – –
PPWM
424
PFG Private Wealth Management
Florida
$41.2K -$135 -1 -0.3%
BC
425
Barrett & Company
Rhode Island
$39.2K -$13.5K -100 -27%
15 16
17
18 19