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Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
526
Woodmont Investment Counsel
Tennessee
$202K -$24.3K -125 -11%
FAT
527
First American Trust
California
$202K +$198K +1,021 New
WEG
528
World Equity Group
Illinois
$201K +$197K +1,015 New
Whittier Trust
529
Whittier Trust
California
$199K – – –
MWA
530
Medallion Wealth Advisors
Connecticut
$199K – – –
VWA
531
VSM Wealth Advisory
Maryland
$198K – – –
QWM
532
Quaker Wealth Management
New Jersey
$198K +$194K +1,000 New
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$198K +$164K +845 +556%
FWP
534
FAS Wealth Partners
Kansas
$190K +$154K +795 +488%
Qube Research & Technologies (QRT)
535
Qube Research & Technologies (QRT)
United Kingdom
$189K -$715K -3,682 -79%
CAL
536
Capital Advisors Ltd
Ohio
$187K – – –
CMP
537
Coston McIsaac & Partners
Maine
$185K +$583 +3 +0.3%
NEWAS
538
N.E.W. Advisory Services
Wisconsin
$184K – – –
PCFFS
539
Pacific Center for Financial Services
California
$182K – – –
BCM
540
Basso Capital Management
Connecticut
$179K – – –
CT
541
Caldwell Trust
Florida
$177K – – –
Mather Group
542
Mather Group
Illinois
$170K +$166K +856 New
FP
543
Financial Perspectives
Minnesota
$164K – – –
CFFP
544
Center for Financial Planning
Michigan
$155K – – –
HC
545
Hurley Capital
New York
$152K +$389 +2 +0.3%
Russell Investments Group
546
Russell Investments Group
United Kingdom
$150K +$59.5K +306 +68%
EverSource Wealth Advisors
547
EverSource Wealth Advisors
Alabama
$149K +$53.4K +275 +58%
TCM
548
Triumph Capital Management
Colorado
$146K +$22.9K +118 +19%
AT
549
Avalon Trust
New Mexico
$139K -$147K -757 -52%
JWA
550
JFS Wealth Advisors
Pennsylvania
$139K – – –