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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWM
451
KDK Private Wealth Management
Texas
$268K -$9.41K -49 -3%
PFPG
452
Pinnacle Financial Partners (Georgia)
Georgia
$267K +$277K +1,441 New
EHAM
453
Eagle Harbor Asset Management
Washington
$265K +$192 +1 +0.1%
MCCA
454
Mill Creek Capital Advisors
Pennsylvania
$265K – – –
FBB
455
Fulton Breakefield Broenniman
Maryland
$261K – – –
RWM
456
RBA Wealth Management
California
$259K +$5.95K +31 +2%
SOS
457
Silver Oak Securities
Tennessee
$259K -$2.88K -15 -1%
CWP
458
Cyndeo Wealth Partners
Florida
$258K +$268K +1,396 New
GSIAS
459
Garden State Investment Advisory Services
New Jersey
$256K +$9.41K +49 +4%
CAG
460
Curtis Advisory Group
California
$255K -$4.8K -25 -2%
TIM
461
Tortoise Investment Management
New York
$254K – – –
TFS
462
Thoroughbred Financial Services
Tennessee
$251K +$1.15K +6 +0.4%
VCM
463
Vivaldi Capital Management
Illinois
$250K – – –
JFG
464
JMG Financial Group
Illinois
$248K – – –
CMP
465
Christine Messmer PC
Pennsylvania
$248K +$257K +1,340 New
SAI
466
Savvy Advisors Inc
New York
$247K +$256K +1,333 New
JE
467
Jacobs Equity
Utah
$247K +$256K +1,333 New
OCPWS
468
One Charles Private Wealth Services
Massachusetts
$246K -$13.1K -68 -5%
KWM
469
Keebeck Wealth Management
Illinois
$246K +$255K +1,330 New
ACI
470
Alpha Cubed Investments
California
$245K – – –
HFS
471
Heritage Financial Services
Massachusetts
$243K – – –
WCG
472
Weaver Consulting Group
California
$242K – – –
GIA
473
Gladstone Institutional Advisory
Florida
$240K -$1.73K -9 -0.7%
SC
474
Savant Capital
Illinois
$239K +$248K +1,294 New
GAA
475
Guardian Asset Advisors
Pennsylvania
$238K +$17.3K +90 +8%
17 18
19
20 21