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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$1.47M +$103K +1,034 +8%
FIM
52
Freedom Investment Management
Connecticut
$1.43M -$119K -1,189 -8%
PFS
53
Prospera Financial Services
Texas
$1.27M -$91.6K -917 -7%
DHFB
54
Dixon Hubard Feinour & Brown
Virginia
$1.02M +$963K +9,635 New
DBT
55
Dubuque Bank & Trust
Iowa
$968K +$424K +4,245 +89%
Creative Planning
56
Creative Planning
Kansas
$952K -$36.7K -367 -4%
FAAS
57
First Allied Advisory Services
California
$936K -$14.4K -144 -2%
SI
58
SII Investments
Wisconsin
$871K +$261K +2,612 +48%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$871K +$810K +8,103 New
SWP
60
Stratos Wealth Partners
Ohio
$869K +$81.7K +818 +11%
GWM
61
Greenwich Wealth Management
Connecticut
$863K -$27.5K -275 -3%
HIS
62
Horizon Investment Services
Indiana
$777K -$218K -2,183 -23%
RVPG
63
Relative Value Partners Group
$757K
NG
64
Northstar Group
New York
$721K
QAM
65
Quantres Asset Management
Cayman Islands
$636K +$591K +5,910 New
EDRH
66
Edmond de Rothschild Holding
Switzerland
$604K +$562K +5,620 New
PCA
67
Personal Capital Advisors
California
$587K +$275K +2,754 +102%
IH
68
IFC Holdings
Florida
$567K +$523K +5,234 New
AA
69
Advisory Alpha
Michigan
$562K +$62.9K +630 +14%
RMAM
70
Raab & Moskowitz Asset Management
New Jersey
$512K +$476K +4,764 New
CAN
71
Cetera Advisor Networks
California
$506K -$18.4K -184 -4%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$489K +$11.4K +114 +3%
ICOA
73
Investment Centers of America
North Dakota
$483K +$30.5K +305 +7%
FPFS
74
First Personal Financial Services
North Carolina
$473K +$47.6K +476 +12%
V
75
Veritable
Delaware
$460K