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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWM
401
KDK Private Wealth Management
Texas
$274K -$8.63K -50 -3%
JFGLC
402
Johnson Financial Group LLC (Colorado)
Colorado
$273K – – –
SMC
403
Smith, Moore & Co
Missouri
$272K +$15K +87 +6%
ZAM
404
Zevin Asset Management
Massachusetts
$270K +$264K +1,529 New
JIP
405
Jaffetilchin Investment Partners
Florida
$270K +$172 +1 +0.1%
AFP
406
Ausdal Financial Partners
Iowa
$269K +$55.2K +320 +27%
NPFS
407
Novak & Powell Financial Services
Florida
$269K -$735K -4,262 -74%
TFS
408
Thoroughbred Financial Services
Tennessee
$268K -$68.7K -398 -21%
GIM
409
Glenmede Investment Management
Pennsylvania
$268K +$262K +1,518 New
CRI
410
Colonial River Investments
Virginia
$265K +$27.3K +158 +12%
MFS
411
Miller Financial Services
Michigan
$265K – – –
KWA
412
Kingswood Wealth Advisors
California
$264K +$862 +5 +0.3%
SC
413
Savant Capital
Illinois
$264K +$258K +1,493 New
WPWM
414
Western Pacific Wealth Management
Illinois
$262K – – –
MA
415
MKT Advisors
California
$261K +$254K +1,474 New
FBB
416
Fulton Breakefield Broenniman
Maryland
$260K – – –
MCCP
417
Mission Creek Capital Partners
California
$259K +$172 +1 +0.1%
CW
418
CreativeOne Wealth
Kansas
$258K +$16K +93 +7%
AWM
419
Avior Wealth Management
Nebraska
$258K -$72.5K -420 -22%
RWM
420
Rialto Wealth Management
New York
$258K -$33.1K -192 -12%
AT
421
Avalon Trust
New Mexico
$257K – – –
WWM
422
Western Wealth Management
Colorado
$256K -$17.6K -102 -7%
CPA
423
Cathy Pareto & Associates
Florida
$256K +$250K +1,452 New
ZRP
424
Zynergy Retirement Planning
New Jersey
$256K -$1.21K -7 -0.5%
OCPWS
425
One Charles Private Wealth Services
Massachusetts
$256K -$25.9K -150 -9%
15 16
17
18 19