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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
501
Investors Asset Management of Georgia
Georgia
$231K – – –
KFS
502
Kirkwood Financial Services
Texas
$229K -$2.35K -12 -1%
PSF
503
Pacific Sun Financial
California
$229K – – –
ATC
504
Advantage Trust Company
Kansas
$229K – – –
MA
505
Mezzasalma Advisors
New Jersey
$228K +$1.57K +8 +0.7%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$226K – – –
MYIA
507
Mount Yale Investment Advisors
Colorado
$226K +$227K +1,156 New
FSBI
508
Fearless Solutions (Best Invest)
Texas
$226K – – –
CCA
509
Carrera Capital Advisors
Michigan
$225K +$981 +5 +0.4%
RBC
510
Roble Belko & Company
Pennsylvania
$225K – – –
HCM
511
Howard Capital Management
Georgia
$225K – – –
MA
512
MKT Advisors
California
$224K -$60.8K -310 -21%
BWM
513
BCS Wealth Management
Tennessee
$224K – – –
CT
514
Caldwell Trust
Florida
$224K +$49.6K +253 +28%
MWP
515
Madison Wealth Partners
Wisconsin
$224K +$1.37K +7 +0.6%
AL
516
Aspiriant LLC
California
$224K +$224K +1,142 New
EIP
517
Ellis Investment Partners
Pennsylvania
$223K +$1.18K +6 +0.5%
RM
518
RCW Management
Florida
$222K -$5.88K -30 -3%
AWM
519
Accurate Wealth Management
Florida
$221K +$221K +1,128 New
NSIM
520
North Star Investment Management
Illinois
$219K +$1.37K +7 +0.6%
SFG
521
Sage Financial Group
Pennsylvania
$217K – – –
VAS
522
Vestmark Advisory Solutions
Massachusetts
$216K -$76.3K -389 -26%
TBNY
523
Trustco Bank (New York)
New York
$215K +$215K +1,097 New
AW
524
Ankerstar Wealth
Texas
$215K -$392 -2 -0.2%
WS
525
Wedbush Securities
California
$213K +$196 +1 +0.1%
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