We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
401
Heritage Family Offices
Arizona
$337K – – –
UFPG
402
United Financial Planning Group
New York
$335K – – –
FFL
403
Financial Freedom LLC
Ohio
$335K – – –
LPT
404
Legacy Private Trust
Wisconsin
$334K – – –
KWA
405
Kellett Wealth Advisors
Ohio
$333K – – –
AGWCA
406
Annis Gardner Whiting Capital Advisors
Florida
$333K +$8.74K +45 +3%
BDF
407
Black Diamond Financial
Maryland
$333K – – –
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$332K -$16.4M -84,312 -98%
RPCONE
409
Retirement Planning Company of New England
Rhode Island
$331K -$583 -3 -0.2%
LIM
410
Leavell Investment Management
Alabama
$331K -$13.4K -69 -4%
RWA
411
Roberts Wealth Advisors
California
$330K +$16.9K +87 +6%
OWM
412
OneAscent Wealth Management
Alabama
$329K +$972 +5 +0.3%
SFC
413
Swisher Financial Concepts
Ohio
$329K -$9.71K -50 -3%
EGWAG
414
Elwood & Goetz Wealth Advisory Group
Georgia
$327K +$4.08K +21 +1%
MA
415
Montag & Associates
Georgia
$326K -$972 -5 -0.3%
CFO
416
CVA Family Office
Colorado
$326K – – –
WPC
417
Wedmont Private Capital
Pennsylvania
$324K +$78.7K +405 +34%
GT
418
Glenmede Trust
Pennsylvania
$324K -$12.2K -63 -4%
DCM
419
Dorato Capital Management
Colorado
$322K – – –
ACA
420
Aspire Capital Advisors
Washington
$321K -$4.85M -24,947 -94%
BCA
421
Bay Colony Advisors
Massachusetts
$320K +$314K +1,615 New
PIA
422
Panoramic Investment Advisors
Colorado
$318K -$9.13K -47 -3%
SW
423
Solidarity Wealth
Utah
$318K – – –
SGCM
424
Sanchez Gaunt Capital Management
Nevada
$311K +$305K +1,568 New
GSIAS
425
Garden State Investment Advisory Services
New Jersey
$308K +$33.6K +173 +13%
15 16
17
18 19