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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
551
Financial Perspectives
Minnesota
$162K – – –
CFFP
552
Center for Financial Planning
Michigan
$153K – – –
HC
553
Hurley Capital
New York
$150K +$392 +2 +0.3%
FWP
554
FAS Wealth Partners
Kansas
$146K -$41.2K -210 -22%
RF
555
Robbins Farley
New Hampshire
$145K +$15.3K +78 +12%
TCM
556
Triumph Capital Management
Colorado
$145K +$981 +5 +0.7%
AT
557
Avalon Trust
New Mexico
$137K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$137K – – –
PIM
559
Progressive Investment Management
Oregon
$137K – – –
MWA
560
Medallion Wealth Advisors
Connecticut
$126K -$70.6K -360 -36%
IAS
561
IMA Advisory Services
Colorado
$118K +$118K +604 New
SFC
562
Swisher Financial Concepts
Ohio
$116K -$209K -1,067 -64%
SAM
563
Smartleaf Asset Management
Massachusetts
$114K – – –
BWAM
564
Boyd Watterson Asset Management
Ohio
$108K – – –
FC
565
Financial Consulate
Maryland
$105K +$2.94K +15 +3%
AF
566
Advisornet Financial
Minnesota
$105K +$48.2K +246 +85%
BAM
567
Bellevue Asset Management
Washington
$104K +$196 +1 +0.2%
CIA
568
Cape Investment Advisory
Georgia
$103K -$128K -654 -55%
CAL
569
Capital Analysts LLC
Pennsylvania
$102K – – –
VNA
570
Valley National Advisers
Pennsylvania
$97.9K – – –
EWA
571
EverSource Wealth Advisors
Alabama
$93K -$53.9K -275 -37%
AUB
572
Atlantic Union Bankshares
Virginia
$90.4K +$20.2K +103 +29%
DJSG
573
D.J. St. Germain
Massachusetts
$90K – – –
CPA
574
Cardiff Park Advisors
California
$89.4K – – –
CT
575
Colonial Trust
South Carolina
$87.1K +$4.9K +25 +6%
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