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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
426
Virtue Capital Management
Tennessee
$308K +$302K +1,553 New
YIH
427
Y-Intercept (HK)
Hong Kong
$308K -$83K -427 -22%
CCMG
428
Clark Capital Management Group
Pennsylvania
$306K – – –
JFGLC
429
Johnson Financial Group LLC (Colorado)
Colorado
$306K – – –
MA
430
MONECO Advisors
Connecticut
$305K -$1.55K -8 -0.5%
JIP
431
Jaffetilchin Investment Partners
Florida
$303K – – –
VCM
432
Vivaldi Capital Management
Illinois
$303K +$34.6K +178 +13%
AFP
433
Ausdal Financial Partners
Iowa
$303K -$66.6K -343 -18%
S
434
SignatureFD
Georgia
$301K +$197K +1,014 +200%
CWP
435
Cyndeo Wealth Partners
Florida
$301K +$23.7K +122 +9%
CBU
436
CIBC Bancorp USA
Illinois
$300K +$295K +1,516 New
AWM
437
AE Wealth Management
Kansas
$299K -$111K -570 -27%
CRI
438
Colonial River Investments
Virginia
$299K -$16.7K -86 -5%
MFS
439
Miller Financial Services
Michigan
$297K – – –
SWM
440
SeaCrest Wealth Management
New York
$297K -$7.58K -39 -3%
VAS
441
Vestmark Advisory Solutions
Massachusetts
$296K -$687K -3,536 -70%
CPA
442
Cathy Pareto & Associates
Florida
$292K +$2.33K +12 +0.8%
PP
443
PDS Planning
Ohio
$292K +$1.17K +6 +0.4%
T
444
Transce3nd
Texas
$291K +$285K +1,466 +73,300%
MA
445
MKT Advisors
California
$290K +$972 +5 +0.3%
ZRP
446
Zynergy Retirement Planning
New Jersey
$288K – – –
DE
447
Diversified Enterprises
Delaware
$287K +$194 +1 +0.1%
RWM
448
RBA Wealth Management
California
$286K +$8.74K +45 +3%
PFPG
449
Pinnacle Financial Partners (Georgia)
Georgia
$286K +$194 +1 +0.1%
MMA
450
Miracle Mile Advisors
California
$285K +$279K +1,436 New
16 17
18
19 20