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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Axxcess Wealth Management
California
$216K +$199K +1,239 New
CRI
402
Colonial River Investments
Virginia
$216K +$199K +1,239 New
PAG
403
Powers Advisory Group
Illinois
$215K +$198K +1,234 New
EIP
404
Ellis Investment Partners
Pennsylvania
$213K +$197K +1,224 New
FSC
405
Full Sail Capital
Oklahoma
$212K +$196K +1,218 New
ECA
406
Elevation Capital Advisory
Oregon
$209K +$193K +1,199 New
PI
407
PFG Investments
New York
$208K -$60K -373 -24%
PSF
408
Pacific Sun Financial
California
$207K +$191K +1,190 New
WS
409
Wedbush Securities
California
$206K +$190K +1,183 New
IAMOG
410
Investors Asset Management of Georgia
Georgia
$205K +$190K +1,179 New
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$203K – – –
VF
412
Vawter Financial
Ohio
$200K +$185K +1,150 New
NSIM
413
North Star Investment Management
Illinois
$200K +$1.61K +10 +0.9%
AP
414
Advisors Preferred
Maryland
$200K +$183K +1,138 New
HT
415
Headlands Technologies
Illinois
$192K +$150K +935 +553%
CMP
416
Coston McIsaac & Partners
Maine
$181K +$1.13K +7 +0.7%
CA
417
Continuum Advisory
Idaho
$178K +$39.7K +247 +31%
WT
418
Whittier Trust
California
$174K – – –
VAMG
419
Voisard Asset Management Group
Michigan
$171K – – –
AGWCA
420
Annis Gardner Whiting Capital Advisors
Florida
$167K +$154K +960 New
CAL
421
Capital Advisors Ltd
Ohio
$161K +$19.8K +123 +15%
PCFFS
422
Pacific Center for Financial Services
California
$160K – – –
BCM
423
Basso Capital Management
Connecticut
$157K -$210K -1,308 -59%
CT
424
Caldwell Trust
Florida
$155K – – –
BF
425
BOK Financial
Oklahoma
$152K +$30.2K +188 +28%
15 16
17
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