We are live on ! Find out more
VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Smartleaf Asset Management
Massachusetts
$114K +$70.5K +363 +170%
NWM
552
Nova Wealth Management
Florida
$113K – – –
BWAM
553
Boyd Watterson Asset Management
Ohio
$109K – – –
BAM
554
Bellevue Asset Management
Washington
$105K +$194 +1 +0.2%
FC
555
Financial Consulate
Maryland
$104K +$777 +4 +0.8%
CAL
556
Capital Analysts LLC
Pennsylvania
$103K +$47.4K +244 +88%
VNA
557
Valley National Advisers
Pennsylvania
$99K – – –
SIS
558
Sound Income Strategies
Florida
$94.6K – – –
DJSG
559
D.J. St. Germain
Massachusetts
$91.1K – – –
CPA
560
Cardiff Park Advisors
California
$90.5K -$216K -1,110 -71%
SEP
561
Signature Equity Partners
Ohio
$87.8K +$38.7K +199 +82%
ATPW
562
Ashton Thomas Private Wealth
Arizona
$86.4K +$84.7K +436 New
MFP
563
Meramec Financial Planners
Missouri
$84.8K +$583 +3 +0.7%
GWS
564
Greykasell Wealth Strategies
California
$84.3K +$25.3K +130 +44%
CT
565
Colonial Trust
South Carolina
$83.2K – – –
RAM
566
Ramirez Asset Management
New York
$83.2K – – –
BWL
567
Bogart Wealth LLC
Virginia
$83K – – –
JGIA
568
Jackson Grant Investment Advisers
Connecticut
$81.8K +$583 +3 +0.7%
SWP
569
Strategic Wealth Partners
Ohio
$80.4K -$24.3K -125 -24%
PAG
570
Paladin Advisory Group
Iowa
$78.3K – – –
CHC
571
City Holding Co
West Virginia
$76.3K -$1.94K -10 -3%
GI
572
GAMMA Investing
California
$74.3K – – –
WA
573
Westfuller Advisors
New York
$73.5K -$2.72K -14 -4%
AUB
574
Atlantic Union Bankshares
Virginia
$71.2K +$389 +2 +0.6%
TWD
575
True Wealth Design
Ohio
$69K – – –
21 22
23
24 25