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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
501
Optimist Retirement Group
Washington
$213K +$960 +5 +0.4%
HCM
502
Howard Capital Management
Georgia
$213K – – –
WIC
503
Woodmont Investment Counsel
Tennessee
$212K – – –
CCA
504
Carrera Capital Advisors
Michigan
$211K +$768 +4 +0.4%
MWP
505
Madison Wealth Partners
Wisconsin
$209K +$1.54K +8 +0.7%
EIP
506
Ellis Investment Partners
Pennsylvania
$209K -$4.8K -25 -2%
CIA
507
Cape Investment Advisory
Georgia
$208K +$56.6K +295 +35%
LA
508
Latitude Advisors
Florida
$207K – – –
SFG
509
Sage Financial Group
Pennsylvania
$205K +$213K +1,110 New
IAN
510
Integrated Advisors Network
Texas
$205K +$213K +1,107 New
NSIM
511
North Star Investment Management
Illinois
$205K +$1.73K +9 +0.8%
MWM
512
Modern Wealth Management
Kansas
$201K +$3.46K +18 +2%
WS
513
Wedbush Securities
California
$201K +$192 +1 +0.1%
EW
514
Evoke Wealth
California
$200K – – –
WT
515
Whittier Trust
California
$186K – – –
MWA
516
Medallion Wealth Advisors
Connecticut
$186K – – –
VWA
517
VSM Wealth Advisory
Maryland
$185K – – –
CAL
518
Capital Advisors Ltd
Ohio
$174K – – –
PCFFS
519
Pacific Center for Financial Services
California
$174K – – –
CMP
520
Coston McIsaac & Partners
Maine
$172K -$9.02K -47 -5%
NEWAS
521
N.E.W. Advisory Services
Wisconsin
$172K – – –
BTI
522
Blue Trust Inc
Georgia
$170K +$63.2K +329 +56%
BCM
523
Basso Capital Management
Connecticut
$167K – – –
CT
524
Caldwell Trust
Florida
$165K – – –
FP
525
Financial Perspectives
Minnesota
$153K – – –
19 20
21
22 23