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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$6.56M +$257K +1,311 +4%
QC
52
Quadrature Capital
United Kingdom
$6.42M -$1.64M -8,378 -20%
FFA
53
Farther Finance Advisors
California
$6.3M +$329K +1,678 +6%
AI
54
Atria Investments
North Carolina
$6.17M +$1.75M +8,906 +39%
BMCM
55
Bryn Mawr Capital Management
Pennsylvania
$6.15M -$80.8K -412 -1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$5.93M +$860K +4,387 +17%
HW
57
Hamilton Wealth
California
$5.86M -$360K -1,837 -6%
MWM
58
Mittelman Wealth Management
Massachusetts
$5.82M -$3.48M -17,763 -76%
IA
59
IFG Advisory
Georgia
$5.82M +$5.83M +29,727 New
KAS
60
Kestra Advisory Services
Texas
$5.57M -$1.6M -8,179 -22%
PWIA
61
Porter White Investment Advisors
Alabama
$5.54M -$54.5K -278 -1%
AF
62
Apollon Financial
South Carolina
$5.51M +$211K +1,078 +4%
BPA
63
Beacon Pointe Advisors
California
$5.46M -$59.6K -304 -1%
DK
64
David Kennon
Florida
$5.4M -$3.25M -16,571 -38%
BA
65
Bard Associates
Illinois
$5.31M +$56.5K +288 +1%
Mariner
66
Mariner
Kansas
$5.29M -$2.78M -14,191 -34%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$5.28M +$3.26M +16,605 +160%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$5.03M +$2.34M +11,935 +87%
MAWA
69
Moss Adams Wealth Advisors
Washington
$5M
Nomura Asset Management
70
Nomura Asset Management
Japan
$4.89M -$196K -1,000 -4%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$4.8M +$31.2K +159 +0.7%
MAG
72
MRA Advisory Group
New Jersey
$4.73M -$28.2K -144 -0.6%
VWM
73
Venturi Wealth Management
Texas
$4.65M -$8.43K -43 -0.2%
DWM
74
Dakota Wealth Management
Florida
$4.54M -$645K -3,287 -12%
DAS
75
DMKC Advisory Services
Iowa
$4.34M +$446K +2,275 +11%