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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
AllSquare Wealth Management
New York
$6K – – –
GWS
452
Glassman Wealth Services
Virginia
$6K – – –
GG
453
Gleason Group
Kentucky
$6K +$5.82K +37 New
JWM
454
Janiczek Wealth Management
Colorado
$5K +$3.31K +21 +300%
RMC
455
Resources Management Corp
Connecticut
$4K – – –
RIM
456
Rockbridge Investment Management
New York
$3.2K -$199K -1,265 -98%
SWA
457
Sutton Wealth Advisors
Florida
$3.05K – – –
AIA
458
Armor Investment Advisors
North Carolina
$3K – – –
CT
459
Cambridge Trust
Massachusetts
$3K – – –
SIC
460
Salem Investment Counselors
North Carolina
$3K – – –
BONH
461
Bank of New Hampshire
New Hampshire
$2K – – –
CFN
462
Cordasco Financial Network
Florida
$2K – – –
TFA
463
Transamerica Financial Advisors
Florida
$2K +$2.05K +13 New
MHR
464
Matthew Hamilton Rosenberg
$1K -$315 -2 -33%
ETC
465
Exchange Traded Concepts
Oklahoma
– -$290M -1,790,370 Closed
AI
466
Atria Investments
North Carolina
– -$10.4M -64,245 Closed
TFA
467
Tranquilli Financial Advisor
New Jersey
– -$5.03M -31,088 Closed
FIA
468
Foundations Investment Advisors
Arizona
– -$4.92M -29,853 Closed
AG
469
Ascent Group
Virginia
– -$3.94M -24,361 Closed
CL
470
Cabana LLC
Arkansas
– -$2.91M -17,986 Closed
TWP
471
Transparent Wealth Partners
Arkansas
– -$2.83M -17,518 Closed
EF
472
Empowered Funds
Pennsylvania
– -$2.74M -16,936 Closed
ACM
473
Absolute Capital Management
Pennsylvania
– -$2.59M -16,000 Closed
EP
474
Eudaimonia Partners
Tennessee
– -$2.3M -14,241 Closed
WDC
475
Woodward Diversified Capital
California
– -$1.26M -7,785 Closed
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