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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
451
Capital Investment Advisors
Georgia
$200K +$198K +1,174 New
NSIM
452
North Star Investment Management
Illinois
$200K +$1.35K +8 +0.7%
ATC
453
Advantage Trust Company
Kansas
$200K – – –
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$198K -$1.69K -10 -0.9%
VWA
455
VSM Wealth Advisory
Maryland
$191K -$3.55K -21 -2%
GWSG
456
GPS Wealth Strategies Group
Colorado
$184K +$150K +889 +473%
CA
457
Continuum Advisory
Idaho
$180K – – –
MWA
458
Medallion Wealth Advisors
Connecticut
$172K – – –
WT
459
Whittier Trust
California
$171K – – –
MG
460
Mather Group
Illinois
$168K -$29.4K -174 -15%
CMP
461
Coston McIsaac & Partners
Maine
$165K +$1.18K +7 +0.7%
NEWAS
462
N.E.W. Advisory Services
Wisconsin
$161K +$159K +943 New
CAL
463
Capital Advisors Ltd
Ohio
$161K +$2.87K +17 +2%
PCFFS
464
Pacific Center for Financial Services
California
$157K – – –
BCM
465
Basso Capital Management
Connecticut
$154K – – –
AWM
466
Atticus Wealth Management
Florida
$154K +$29.7K +176 +24%
CT
467
Caldwell Trust
Florida
$152K – – –
FP
468
Financial Perspectives
Minnesota
$141K – – –
BF
469
BOK Financial
Oklahoma
$137K – – –
TSMHT
470
Thurston Springer Miller Herd & Titak
Indiana
$134K – – –
CWM
471
Centricity Wealth Management
Ohio
$133K +$32.8K +194 +33%
CFO
472
Colony Family Offices
North Carolina
$126K – – –
JWA
473
JFS Wealth Advisors
Pennsylvania
$120K – – –
PIM
474
Progressive Investment Management
Oregon
$120K – – –
WTA
475
Washington Trust Advisors
Massachusetts
$116K – – –
17 18
19
20 21