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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Mezzasalma Advisors
New Jersey
$228K +$1.57K +8 +0.7%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$226K – – –
MYIA
503
Mount Yale Investment Advisors
Colorado
$226K +$227K +1,156 New
FSBI
504
Fearless Solutions (Best Invest)
Texas
$226K – – –
CCA
505
Carrera Capital Advisors
Michigan
$225K +$981 +5 +0.4%
RBC
506
Roble Belko & Company
Pennsylvania
$225K – – –
HCM
507
Howard Capital Management
Georgia
$225K – – –
MA
508
MKT Advisors
California
$224K -$60.8K -310 -21%
BWM
509
BCS Wealth Management
Tennessee
$224K – – –
CT
510
Caldwell Trust
Florida
$224K +$49.6K +253 +28%
MWP
511
Madison Wealth Partners
Wisconsin
$224K +$1.37K +7 +0.6%
AL
512
Aspiriant LLC
California
$224K +$224K +1,142 New
EIP
513
Ellis Investment Partners
Pennsylvania
$223K +$1.18K +6 +0.5%
RM
514
RCW Management
Florida
$222K -$5.88K -30 -3%
AWM
515
Accurate Wealth Management
Florida
$221K +$221K +1,128 New
NSIM
516
North Star Investment Management
Illinois
$219K +$1.37K +7 +0.6%
SFG
517
Sage Financial Group
Pennsylvania
$217K – – –
VAS
518
Vestmark Advisory Solutions
Massachusetts
$216K -$76.3K -389 -26%
TBNY
519
Trustco Bank (New York)
New York
$215K +$215K +1,097 New
AW
520
Ankerstar Wealth
Texas
$215K -$392 -2 -0.2%
WS
521
Wedbush Securities
California
$213K +$196 +1 +0.1%
BI
522
Bolthouse Investments
California
$211K – – –
AI
523
Arrien Investments
Idaho
$211K +$2.16K +11 +1%
MWM
524
Massachusetts Wealth Management
Massachusetts
$210K – – –
CWM
525
Chicago Wealth Management
Illinois
$209K +$1.18K +6 +0.6%
19 20
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