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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
451
PDS Planning
Ohio
$280K -$8.63K -44 -3%
KPWM
452
KDK Private Wealth Management
Texas
$278K – – –
CPA
453
Cathy Pareto & Associates
Florida
$277K -$12K -61 -4%
GAA
454
Guardian Asset Advisors
Pennsylvania
$276K +$53.9K +275 +24%
FBB
455
Fulton Breakefield Broenniman
Maryland
$276K – – –
SAFS
456
S&A Financial Services
Kansas
$275K +$1.96K +10 +0.7%
LIA
457
Lynx Investment Advisory
District of Columbia
$274K +$19.6K +100 +8%
CCMG
458
Clark Capital Management Group
Pennsylvania
$274K -$28.6K -146 -9%
RWM
459
RBA Wealth Management
California
$273K -$10K -51 -4%
CBU
460
CIBC Bancorp USA
Illinois
$272K -$24.5K -125 -8%
RCA
461
Ranch Capital Advisors
Florida
$272K +$784 +4 +0.3%
EHAM
462
Eagle Harbor Asset Management
Washington
$271K -$10.2K -52 -4%
SWM
463
SeaCrest Wealth Management
New York
$270K -$23.1K -118 -8%
TFS
464
Thoroughbred Financial Services
Tennessee
$270K +$3.14K +16 +1%
OFG
465
Orcam Financial Group
California
$269K +$270K +1,376 New
SAW
466
Signal Advisors Wealth
Michigan
$264K +$265K +1,350 New
JFG
467
JMG Financial Group
Illinois
$263K – – –
JE
468
Jacobs Equity
Utah
$261K -$14.1K -72 -5%
KWM
469
Keebeck Wealth Management
Illinois
$260K – – –
SCTC
470
Sanibel Captiva Trust Company
Florida
$260K +$260K +1,326 New
SFG
471
SNS Financial Group
Minnesota
$259K -$197K -1,002 -43%
SOAG
472
Silver Oak Advisory Group
Oregon
$259K – – –
MCA
473
MSH Capital Advisors
Arizona
$259K +$259K +1,321 New
OCPWS
474
One Charles Private Wealth Services
Massachusetts
$258K +$18K +92 +7%
CAG
475
Curtis Advisory Group
California
$258K -$6.86K -35 -3%
17 18
19
20 21