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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
476
Guardian Asset Advisors
Pennsylvania
$202K +$197K +1,142 New
MA
477
Mezzasalma Advisors
New Jersey
$200K -$8.11K -47 -4%
VWA
478
VSM Wealth Advisory
Maryland
$182K -$15K -87 -8%
MWA
479
Medallion Wealth Advisors
Connecticut
$177K – – –
WT
480
Whittier Trust
California
$177K – – –
HR
481
Howe & Rusling
New York
$176K -$59.7K -346 -26%
TSMHT
482
Thurston Springer Miller Herd & Titak
Indiana
$172K +$32.9K +191 +24%
CMP
483
Coston McIsaac & Partners
Maine
$172K +$1.03K +6 +0.6%
NEWAS
484
N.E.W. Advisory Services
Wisconsin
$167K +$172 +1 +0.1%
CAL
485
Capital Advisors Ltd
Ohio
$166K – – –
PCFFS
486
Pacific Center for Financial Services
California
$162K – – –
BCM
487
Basso Capital Management
Connecticut
$159K – – –
CT
488
Caldwell Trust
Florida
$157K – – –
AWM
489
Atticus Wealth Management
Florida
$156K -$3.1K -18 -2%
FP
490
Financial Perspectives
Minnesota
$146K – – –
BF
491
BOK Financial
Oklahoma
$142K – – –
CWM
492
Centricity Wealth Management
Ohio
$137K – – –
HC
493
Hurley Capital
New York
$134K +$86.6K +502 +194%
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$129K -$103K -599 -45%
JWA
495
JFS Wealth Advisors
Pennsylvania
$124K – – –
PIM
496
Progressive Investment Management
Oregon
$124K – – –
WTA
497
Washington Trust Advisors
Massachusetts
$120K – – –
CFO
498
Colony Family Offices
North Carolina
$111K -$19K -110 -15%
BTI
499
Blue Trust Inc
Georgia
$106K +$95.2K +552 +1,104%
BWAM
500
Boyd Watterson Asset Management
Ohio
$97.1K -$14.7K -85 -13%