We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
401
Atlas Capital Advisors
Wyoming
$340K +$353K +1,837 New
PWA
402
Peterson Wealth Advisors
Utah
$338K +$351K +1,828 New
M
403
MYeCFO
California
$327K -$38.4K -200 -10%
VF
404
Vawter Financial
Ohio
$324K +$115K +600 +52%
MMPW
405
Mitchell McLeod Pugh & Williams
Alabama
$322K – – –
LIM
406
Leavell Investment Management
Alabama
$321K -$65.1K -339 -16%
TWP
407
Tyche Wealth Partners
Texas
$319K – – –
GCP
408
Guardian Capital (Pennsylvania)
Pennsylvania
$319K +$331K +1,723 New
TCOV
409
Trust Company of Vermont
Vermont
$317K – – –
VHAM
410
Van Hulzen Asset Management
California
$316K -$255K -1,328 -44%
SFC
411
Swisher Financial Concepts
Ohio
$316K +$768 +4 +0.2%
HFO
412
Heritage Family Offices
Arizona
$315K – – –
GT
413
Glenmede Trust
Pennsylvania
$314K +$326K +1,698 New
UFPG
414
United Financial Planning Group
New York
$313K – – –
FFL
415
Financial Freedom LLC
Ohio
$313K – – –
LPT
416
Legacy Private Trust
Wisconsin
$312K – – –
KWA
417
Kellett Wealth Advisors
Ohio
$311K – – –
CIA
418
Capital Investment Advisors
Georgia
$311K -$24.4K -127 -7%
BDF
419
Black Diamond Financial
Maryland
$311K +$322K +1,679 New
RPCONE
420
Retirement Planning Company of New England
Rhode Island
$309K +$192 +1 +0.1%
ITB
421
Idaho Trust Bank
Idaho
$309K -$37.1K -193 -10%
OWM
422
OneAscent Wealth Management
Alabama
$306K +$24.8K +129 +8%
PIA
423
Panoramic Investment Advisors
Colorado
$306K +$1.73K +9 +0.5%
MA
424
Montag & Associates
Georgia
$306K +$3.84K +20 +1%
WWA
425
Wingate Wealth Advisors
Massachusetts
$304K +$316K +1,645 New
15 16
17
18 19