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Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
551
Meramec Financial Planners
Missouri
$80K +$81.6K +425 New
DFA
552
DHJJ Financial Advisors
Illinois
$79.9K – – –
CT
553
Colonial Trust
South Carolina
$77.7K – – –
RAM
554
Ramirez Asset Management
New York
$77.7K – – –
BWL
555
Bogart Wealth LLC
Virginia
$77.5K -$5.57K -29 -6%
JGIA
556
Jackson Grant Investment Advisers
Connecticut
$75.9K +$576 +3 +0.7%
IWM
557
Inlight Wealth Management
Georgia
$74K – – –
PAG
558
Paladin Advisory Group
Iowa
$73.1K -$40.3K -210 -35%
CHC
559
City Holding Co
West Virginia
$73.1K +$9.6K +50 +14%
FHA
560
Flagship Harbor Advisors
Massachusetts
$72.5K +$75.3K +392 New
WA
561
Westfuller Advisors
New York
$71.2K +$576 +3 +0.8%
GI
562
GAMMA Investing
California
$69.4K -$1.54K -8 -2%
AUB
563
Atlantic Union Bankshares
Virginia
$66.1K -$9.02K -47 -12%
TWD
564
True Wealth Design
Ohio
$64.4K – – –
VR
565
Vision Retirement
New Jersey
$63.8K +$66.2K +345 New
TSMHT
566
Thurston Springer Miller Herd & Titak
Indiana
$63.1K +$65.5K +341 New
JHCP
567
Jackson Hole Capital Partners
Oklahoma
$62.5K – – –
NS
568
NBC Securities
Alabama
$61.8K +$3.26K +17 +5%
BF
569
BOK Financial
Oklahoma
$60.5K -$48K -250 -43%
ST
570
Smithfield Trust
Pennsylvania
$60K – – –
HR
571
Howe & Rusling
New York
$57.4K – – –
DCM
572
Davis Capital Management
Florida
$56.3K – – –
AEPWM
573
Atlantic Edge Private Wealth Management
Florida
$55.5K – – –
GWS
574
Greykasell Wealth Strategies
California
$54.6K +$56.6K +295 New
AF
575
Advisornet Financial
Minnesota
$53.9K -$5.95K -31 -10%
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