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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Horizon Investments
North Carolina
$13.1K -$13.1K -67 -50%
ADL
652
Asset Dedication LLC
California
$12.8K – – –
NL
653
NorthAvenue LLC
Ohio
$12.8K – – –
CB
654
Community Bank
New York
$12.7K – – –
NFSG
655
Newbridge Financial Services Group
Florida
$12.5K – – –
PMFA
656
Plante Moran Financial Advisors
Michigan
$12.3K – – –
FW
657
Fairway Wealth
Ohio
$11.7K +$11.8K +60 New
SGK
658
Steigerwald Gordon & Koch
Virginia
$10.8K – – –
AI
659
Atomic Invest
New York
$10.1K +$10K +51 New
FDCP
660
Foster Dykema Cabot & Partners
Massachusetts
$9.79K – – –
TCM
661
TD Capital Management
Tennessee
$9.79K – – –
WTC
662
WhitTier Trust Company
Nevada
$8.29K +$4.32K +22 +110%
APFP
663
Action Point Financial Planning
Michigan
$7.83K +$7.84K +40 New
IF
664
Integrity Financial
Wyoming
$7.63K +$3.73K +19 +95%
GC
665
Gould Capital
Washington
$6.21K – – –
SEP
666
Signature Equity Partners
Ohio
$5.95K -$81K -413 -93%
PIP
667
Peachtree Investment Partners
Florida
$5.92K – – –
ATC
668
Adirondack Trust Company
New York
$5.87K – – –
GWP
669
Gen-Wealth Partners
Michigan
$5.68K – – –
WIM
670
Westside Investment Management
California
$5.29K – – –
HBW
671
Hazlett, Burt & Watson
West Virginia
$5K -$4.51K -23 -49%
BWS
672
Buck Wealth Strategies
Colorado
$4.5K +$4.51K +23 New
CPG
673
Cornerstone Planning Group
New Jersey
$4.2K -$196 -1 -5%
LF
674
LifeSteps Financial
California
$3.92K +$3.92K +20 New
BWM
675
Bullock Wealth Management
Indiana
$3.87K -$9.22K -47 -70%
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