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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Massachusetts Wealth Management
Massachusetts
$208K +$201K +1,100 New
NSIM
477
North Star Investment Management
Illinois
$208K -$15.2K -83 -7%
FCA
478
Fortis Capital Advisors
Kansas
$206K +$199K +1,089 New
Wedbush Securities
479
Wedbush Securities
California
$206K +$199K +1,087 New
EW
480
Evoke Wealth
California
$205K +$198K +1,081 New
BI
481
Bolthouse Investments
California
$204K +$197K +1,077 New
Modern Wealth Management
482
Modern Wealth Management
Kansas
$203K -$69.6K -380 -26%
FIC
483
Family Investment Center
Missouri
$202K +$195K +1,066 New
SIG
484
Spinnaker Investment Group
California
$202K +$195K +1,066 New
GIM
485
Goelzer Investment Management
Indiana
$200K +$194K +1,057 New
Whittier Trust
486
Whittier Trust
California
$193K – – –
MWA
487
Medallion Wealth Advisors
Connecticut
$190K – – –
VWA
488
VSM Wealth Advisory
Maryland
$190K -$5.86K -32 -3%
CMP
489
Coston McIsaac & Partners
Maine
$185K +$1.1K +6 +0.6%
CAL
490
Capital Advisors Ltd
Ohio
$178K – – –
NEWAS
491
N.E.W. Advisory Services
Wisconsin
$176K -$3.11K -17 -2%
CIBC Private Wealth Group
492
CIBC Private Wealth Group
Georgia
$175K +$35.4K +193 +26%
Franklin Resources
493
Franklin Resources
California
$175K -$75.1K -410 -31%
PCFFS
494
Pacific Center for Financial Services
California
$174K – – –
Mather Group
495
Mather Group
Illinois
$172K +$166K +906 New
BCM
496
Basso Capital Management
Connecticut
$171K – – –
CT
497
Caldwell Trust
Florida
$169K – – –
CIA
498
Cape Investment Advisory
Georgia
$157K -$71.1K -388 -32%
FP
499
Financial Perspectives
Minnesota
$157K – – –
CFFP
500
Center for Financial Planning
Michigan
$148K +$74.7K +408 +109%