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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
76
Dumont & Blake Investment Advisors
New Jersey
$1.5M -$8.36K -66 -0.5%
UCFA
77
United Capital Financial Advisors
Texas
$1.5M -$251K -1,982 -14%
TLP
78
Trinity Legacy Partners
Texas
$1.5M -$69.3K -547 -4%
B
79
Bailard
California
$1.48M -$173K -1,370 -10%
FPFS
80
First Personal Financial Services
North Carolina
$1.47M -$35.6K -281 -2%
CCMD
81
Cypress Capital Management (Delaware)
Delaware
$1.46M -$123K -975 -8%
CAAS
82
Capital Asset Advisory Services
Michigan
$1.43M +$307K +2,428 +29%
WCA
83
Windsor Creek Advisors
Vermont
$1.42M +$1.46M +11,510 New
GPA
84
Guidance Point Advisors
Massachusetts
$1.33M +$54.7K +432 +4%
AI
85
Atria Investments
North Carolina
$1.3M +$715K +5,648 +116%
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$1.29M +$1.32M +10,454 New
ECM
87
Exchange Capital Management
Michigan
$1.25M -$112K -886 -8%
KFBMI
88
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.24M – – –
LF
89
LifeSteps Financial
California
$1.21M -$261K -2,062 -17%
CA
90
Calton & Associates
Florida
$1.18M -$74.7K -590 -6%
CA
91
Cetera Advisors
Colorado
$1.15M -$341K -2,690 -22%
BEAM
92
Baker Ellis Asset Management
Washington
$1.14M +$50.6K +400 +5%
SF
93
Synovus Financial
Georgia
$1.12M -$890K -7,033 -44%
RIA
94
Regal Investment Advisors
Michigan
$1.12M +$1.14M +9,025 New
BAM
95
Belpointe Asset Management
Nevada
$1.11M -$38.1K -301 -3%
GEA
96
Glen Eagle Advisors
New Jersey
$1.11M +$27.1K +214 +2%
22CM
97
20/20 Capital Management
California
$1.1M -$32.4K -256 -3%
TRCT
98
Tower Research Capital (TRC)
New York
$1.06M +$857K +6,773 +375%
ACA
99
Atlas Capital Advisors
Wyoming
$1.04M +$197K +1,553 +23%
AF
100
Advisornet Financial
Minnesota
$1.04M -$16.6K -131 -2%
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