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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
426
Arkadios Wealth Advisors
Georgia
$268K +$22.5K +123 +10%
FBB
427
Fulton Breakefield Broenniman
Maryland
$267K -$11.9K -65 -4%
SOS
428
Silver Oak Securities
Tennessee
$266K +$257K +1,405 New
CAG
429
Curtis Advisory Group
California
$266K – – –
OCPWS
430
One Charles Private Wealth Services
Massachusetts
$265K -$9.53K -52 -4%
SWM
431
SeaCrest Wealth Management
New York
$265K -$11.9K -65 -5%
PWM
432
Praetorian Wealth Management
California
$262K +$253K +1,383 New
TIM
433
Tortoise Investment Management
New York
$260K – – –
AWM
434
Apollon Wealth Management
South Carolina
$260K +$11K +60 +5%
I
435
INVST
Indiana
$260K -$8.79K -48 -3%
RWM
436
RBA Wealth Management
California
$259K -$13.6K -74 -5%
VCM
437
Vivaldi Capital Management
Illinois
$256K +$9.71K +53 +4%
TFS
438
Thoroughbred Financial Services
Tennessee
$256K -$30.6K -167 -11%
JFG
439
JMG Financial Group
Illinois
$254K – – –
GSIAS
440
Garden State Investment Advisory Services
New Jersey
$252K +$20.7K +113 +9%
ACI
441
Alpha Cubed Investments
California
$251K – – –
FSBI
442
Fearless Solutions (Best Invest)
Texas
$251K – – –
HFS
443
Heritage Financial Services
Massachusetts
$249K – – –
WCG
444
Weaver Consulting Group
California
$248K – – –
GIA
445
Gladstone Institutional Advisory
Florida
$247K +$15.8K +86 +7%
PAG
446
Powers Advisory Group
Illinois
$242K +$1.28K +7 +0.6%
FPB
447
First PREMIER Bank
South Dakota
$238K – – –
SFS
448
Summit Financial Strategies
Ohio
$238K – – –
PP
449
Patten & Patten
Tennessee
$237K – – –
PCM
450
Poehling Capital Management
Wisconsin
$237K -$128K -700 -36%
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