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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
526
Goelzer Investment Management
Indiana
$207K – – –
BAM
527
Belpointe Asset Management
Nevada
$205K +$3.53K +18 +2%
FCA
528
Fortis Capital Advisors
Kansas
$205K +$3.53K +18 +2%
PL
529
Plancorp LLC
Missouri
$204K – – –
GCP
530
Guardian Capital (Pennsylvania)
Pennsylvania
$204K -$19.6K -100 -9%
BEI
531
Benjamin Edwards Inc
Missouri
$203K +$588 +3 +0.3%
IWN
532
Independent Wealth Network
Iowa
$201K +$201K +1,026 New
FAT
533
First American Trust
California
$200K +$588 +3 +0.3%
FIC
534
Family Investment Center
Missouri
$200K -$9.41K -48 -4%
VCM
535
Virtue Capital Management
Tennessee
$200K -$104K -531 -34%
WIC
536
Woodmont Investment Counsel
Tennessee
$200K – – –
VWA
537
VSM Wealth Advisory
Maryland
$196K – – –
WT
538
Whittier Trust
California
$196K – – –
CNBTD
539
Citizens National Bank Trust Department
Mississippi
$195K – – –
GWS
540
Greykasell Wealth Strategies
California
$190K +$106K +543 +128%
HBT
541
Hills Bank & Trust
Iowa
$188K +$188K +959 New
CAL
542
Capital Advisors Ltd
Ohio
$184K – – –
CMP
543
Coston McIsaac & Partners
Maine
$183K +$392 +2 +0.2%
NEWAS
544
N.E.W. Advisory Services
Wisconsin
$181K – – –
PCFFS
545
Pacific Center for Financial Services
California
$180K – – –
MG
546
Mather Group
Illinois
$168K – – –
FP
547
Financial Perspectives
Minnesota
$162K – – –
CFFP
548
Center for Financial Planning
Michigan
$153K – – –
HC
549
Hurley Capital
New York
$150K +$392 +2 +0.3%
FWP
550
FAS Wealth Partners
Kansas
$146K -$41.2K -210 -22%
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