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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Axxcess Wealth Management
California
$215K +$12.7K +74 +6%
EHAM
427
Eagle Harbor Asset Management
Washington
$214K – – –
ORG
428
Optimist Retirement Group
Washington
$214K +$1.88K +11 +0.8%
WCG
429
Weaver Consulting Group
California
$214K +$224K +1,307 New
FPAS
430
Focus Partners Advisor Solutions
Missouri
$211K -$92.8K -542 -30%
ODIJL
431
One Day In July LLC
Vermont
$207K – – –
PWM
432
Praetorian Wealth Management
California
$206K +$215K +1,258 New
SFS
433
Summit Financial Strategies
Ohio
$205K – – –
PAG
434
Powers Advisory Group
Illinois
$205K +$3.08K +18 +1%
PP
435
Patten & Patten
Tennessee
$204K – – –
EIP
436
Ellis Investment Partners
Pennsylvania
$203K +$3.25K +19 +2%
SAM
437
SignalPoint Asset Management
Missouri
$202K -$20.2K -118 -9%
SFC
438
Swisher Financial Concepts
Ohio
$202K -$426K -2,488 -67%
MIM
439
Moseley Investment Management
Florida
$201K -$4.28K -25 -2%
VWM
440
Vermillion Wealth Management
Minnesota
$198K +$207K +1,212 New
ATC
441
Advantage Trust Company
Kansas
$191K +$130K +761 +187%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$191K – – –
NSIM
443
North Star Investment Management
Illinois
$190K +$3.08K +18 +2%
MG
444
Mather Group
Illinois
$189K -$76.8K -449 -28%
VWA
445
VSM Wealth Advisory
Maryland
$186K +$195K +1,141 New
CA
446
Continuum Advisory
Idaho
$173K – – –
MWA
447
Medallion Wealth Advisors
Connecticut
$172K +$172K +1,005 New
AWM
448
Angeles Wealth Management
California
$166K +$173K +1,013 New
WT
449
Whittier Trust
California
$163K – – –
CMP
450
Coston McIsaac & Partners
Maine
$157K -$14K -82 -8%
16 17
18
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