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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
526
Center for Financial Planning
Michigan
$145K
MCM
527
MidAtlantic Capital Management
Virginia
$144K +$149K +777 New
HC
528
Hurley Capital
New York
$141K +$384 +2 +0.3%
JWA
529
JFS Wealth Advisors
Pennsylvania
$130K
PIM
530
Progressive Investment Management
Oregon
$130K
SAG
531
SageView Advisory Group
California
$118K -$236K -1,231 -66%
TCM
532
Triumph Capital Management
Colorado
$114K +$118K +617 New
NWM
533
Nova Wealth Management
Florida
$105K +$72K +375 +194%
OC
534
Optima Capital
Oregon
$103K -$132K -685 -55%
BWAM
535
Boyd Watterson Asset Management
Ohio
$102K
SWP
536
Strategic Wealth Partners
Ohio
$98.3K +$15.4K +80 +18%
BAM
537
Bellevue Asset Management
Washington
$97.9K
RF
538
Robbins Farley
New Hampshire
$97.3K +$10.6K +55 +12%
FC
539
Financial Consulate
Maryland
$96.1K +$576 +3 +0.6%
KFP
540
Kerr Financial Planning
California
$93.9K +$44.3K +231 +89%
S
541
SignatureFD
Georgia
$93.7K +$6.91K +36 +8%
VNA
542
Valley National Advisers
Pennsylvania
$92K
AWM
543
Angeles Wealth Management
California
$90.3K
SIS
544
Sound Income Strategies
Florida
$89.7K +$64.5K +336 +242%
EWA
545
EverSource Wealth Advisors
Alabama
$87.9K +$19.2K +100 +27%
DJSG
546
D.J. St. Germain
Massachusetts
$85.1K
Russell Investments Group
547
Russell Investments Group
United Kingdom
$83.8K -$5.18K -27 -6%
CFO
548
Colony Family Offices
North Carolina
$81.4K -$36.5K -190 -30%
MFP
549
Meramec Financial Planners
Missouri
$80K +$81.6K +425 New
DFA
550
DHJJ Financial Advisors
Illinois
$79.9K