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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
401
Level Four Advisory Services
Texas
$300K +$75.5K +412 +35%
CPA
402
Cardiff Park Advisors
California
$297K -$83.3K -455 -23%
HFRG
403
Houlihan Financial Resource Group
Virginia
$294K -$140K -767 -33%
JFGLC
404
Johnson Financial Group LLC (Colorado)
Colorado
$293K
CCMG
405
Clark Capital Management Group
Pennsylvania
$293K +$26.7K +146 +10%
JIP
406
Jaffetilchin Investment Partners
Florida
$290K +$183 +1 +0.1%
OWM
407
OneAscent Wealth Management
Alabama
$289K -$11.2K -61 -4%
CRI
408
Colonial River Investments
Virginia
$287K +$4.58K +25 +2%
MFS
409
Miller Financial Services
Michigan
$284K
KPWM
410
KDK Private Wealth Management
Texas
$283K -$11K -60 -4%
MA
411
MKT Advisors
California
$282K +$916 +5 +0.3%
WPWM
412
Western Pacific Wealth Management
Illinois
$281K
FPAS
413
Focus Partners Advisor Solutions
Missouri
$281K -$53.1K -290 -17%
MCCP
414
Mission Creek Capital Partners
California
$278K +$366 +2 +0.1%
CPA
415
Cathy Pareto & Associates
Florida
$276K +$1.28K +7 +0.5%
PP
416
PDS Planning
Ohio
$276K -$30K -164 -10%
AT
417
Avalon Trust
New Mexico
$276K
RWM
418
Rialto Wealth Management
New York
$276K -$549 -3 -0.2%
SF
419
Synovus Financial
Georgia
$275K +$53.5K +292 +25%
ZRP
420
Zynergy Retirement Planning
New Jersey
$275K
DE
421
Diversified Enterprises
Delaware
$274K +$265K +1,446 New
WWM
422
Western Wealth Management
Colorado
$274K -$1.28K -7 -0.5%
Baird Financial Group
423
Baird Financial Group
Wisconsin
$273K +$264K +1,442 New
EHAM
424
Eagle Harbor Asset Management
Washington
$272K
MCCA
425
Mill Creek Capital Advisors
Pennsylvania
$271K