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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
526
Bolthouse Investments
California
$211K – – –
AI
527
Arrien Investments
Idaho
$211K +$2.16K +11 +1%
MWM
528
Massachusetts Wealth Management
Massachusetts
$210K – – –
CWM
529
Chicago Wealth Management
Illinois
$209K +$1.18K +6 +0.6%
GIM
530
Goelzer Investment Management
Indiana
$207K – – –
BAM
531
Belpointe Asset Management
Nevada
$205K +$3.53K +18 +2%
FCA
532
Fortis Capital Advisors
Kansas
$205K +$3.53K +18 +2%
PL
533
Plancorp LLC
Missouri
$204K – – –
GCP
534
Guardian Capital (Pennsylvania)
Pennsylvania
$204K -$19.6K -100 -9%
BEI
535
Benjamin Edwards Inc
Missouri
$203K +$588 +3 +0.3%
IWN
536
Independent Wealth Network
Iowa
$201K +$201K +1,026 New
FAT
537
First American Trust
California
$200K +$588 +3 +0.3%
FIC
538
Family Investment Center
Missouri
$200K -$9.41K -48 -4%
VCM
539
Virtue Capital Management
Tennessee
$200K -$104K -531 -34%
WIC
540
Woodmont Investment Counsel
Tennessee
$200K – – –
VWA
541
VSM Wealth Advisory
Maryland
$196K – – –
WT
542
Whittier Trust
California
$196K – – –
CNBTD
543
Citizens National Bank Trust Department
Mississippi
$195K – – –
GWS
544
Greykasell Wealth Strategies
California
$190K +$106K +543 +128%
HBT
545
Hills Bank & Trust
Iowa
$188K +$188K +959 New
CAL
546
Capital Advisors Ltd
Ohio
$184K – – –
CMP
547
Coston McIsaac & Partners
Maine
$183K +$392 +2 +0.2%
NEWAS
548
N.E.W. Advisory Services
Wisconsin
$181K – – –
PCFFS
549
Pacific Center for Financial Services
California
$180K – – –
MG
550
Mather Group
Illinois
$168K – – –
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