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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Colonial Trust
South Carolina
$77.7K – – –
RAM
552
Ramirez Asset Management
New York
$77.7K – – –
BWL
553
Bogart Wealth LLC
Virginia
$77.5K -$5.57K -29 -6%
JGIA
554
Jackson Grant Investment Advisers
Connecticut
$75.9K +$576 +3 +0.7%
IWM
555
Inlight Wealth Management
Georgia
$74K – – –
PAG
556
Paladin Advisory Group
Iowa
$73.1K -$40.3K -210 -35%
CHC
557
City Holding Co
West Virginia
$73.1K +$9.6K +50 +14%
FHA
558
Flagship Harbor Advisors
Massachusetts
$72.5K +$75.3K +392 New
WA
559
Westfuller Advisors
New York
$71.2K +$576 +3 +0.8%
GI
560
GAMMA Investing
California
$69.4K -$1.54K -8 -2%
AUB
561
Atlantic Union Bankshares
Virginia
$66.1K -$9.02K -47 -12%
TWD
562
True Wealth Design
Ohio
$64.4K – – –
VR
563
Vision Retirement
New Jersey
$63.8K +$66.2K +345 New
TSMHT
564
Thurston Springer Miller Herd & Titak
Indiana
$63.1K +$65.5K +341 New
JHCP
565
Jackson Hole Capital Partners
Oklahoma
$62.5K – – –
NS
566
NBC Securities
Alabama
$61.8K +$3.26K +17 +5%
BF
567
BOK Financial
Oklahoma
$60.5K -$48K -250 -43%
ST
568
Smithfield Trust
Pennsylvania
$60K – – –
HR
569
Howe & Rusling
New York
$57.4K – – –
DCM
570
Davis Capital Management
Florida
$56.3K – – –
AEPWM
571
Atlantic Edge Private Wealth Management
Florida
$55.5K – – –
GWS
572
Greykasell Wealth Strategies
California
$54.6K +$56.6K +295 New
AF
573
Advisornet Financial
Minnesota
$53.9K -$5.95K -31 -10%
CAL
574
Capital Analysts LLC
Pennsylvania
$51K – – –
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$51K – – –
21 22
23
24 25