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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
401
Davenport & Co
Virginia
$262K – – –
JIP
402
Jaffetilchin Investment Partners
Florida
$261K – – –
CAMG
403
CWA Asset Management Group
Florida
$256K – – –
MFS
404
Miller Financial Services
Michigan
$256K -$1.69K -10 -0.7%
NEPWA
405
New England Private Wealth Advisors
Massachusetts
$255K +$1.35K +8 +0.5%
KWA
406
Kingswood Wealth Advisors
California
$254K -$16K -95 -6%
OC
407
Oppenheimer & Co
New York
$253K -$435K -2,573 -63%
WPWM
408
Western Pacific Wealth Management
Illinois
$253K – – –
KWA
409
Kellett Wealth Advisors
Ohio
$253K -$20.4K -121 -8%
FBB
410
Fulton Breakefield Broenniman
Maryland
$252K – – –
MCCP
411
Mission Creek Capital Partners
California
$251K -$54.2K -321 -18%
AT
412
Avalon Trust
New Mexico
$249K +$246K +1,457 New
SMC
413
Smith, Moore & Co
Missouri
$249K +$246K +1,456 New
EHAM
414
Eagle Harbor Asset Management
Washington
$245K +$20.6K +122 +9%
SWM
415
SeaCrest Wealth Management
New York
$241K +$239K +1,412 New
CAG
416
Curtis Advisory Group
California
$239K – – –
GVAG
417
Great Valley Advisor Group
Delaware
$239K +$1.69K +10 +0.7%
ZRP
418
Zynergy Retirement Planning
New Jersey
$238K – – –
KWM
419
Kingsview Wealth Management
Oregon
$238K +$236K +1,396 New
SB
420
Strategic Blueprint
Georgia
$237K -$26K -154 -10%
RWM
421
RBA Wealth Management
California
$236K -$6.59K -39 -3%
TIM
422
Tortoise Investment Management
New York
$235K +$338 +2 +0.1%
GIA
423
Gladstone Institutional Advisory
Florida
$234K +$2.87K +17 +1%
CW
424
CreativeOne Wealth
Kansas
$234K -$10.8K -64 -4%
DAS
425
Dynamic Advisor Solutions
Arizona
$230K +$228K +1,349 New
15 16
17
18 19