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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.35M +$3.64M +18,986 +421%
AI
77
Atria Investments
North Carolina
$4.31M -$646K -3,364 -13%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$293K +1,525 +7%
M&T Bank
79
M&T Bank
New York
$4.14M -$33K -172 -0.8%
IWC
80
Integrated Wealth Concepts
Massachusetts
$4.12M -$19.2K -100 -0.4%
MAG
81
MRA Advisory Group
New Jersey
$4.07M +$50.1K +261 +1%
Mariner
82
Mariner
Kansas
$3.97M +$363K +1,893 +10%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$3.87M +$3.97M +20,687 New
MWM
84
Mittelman Wealth Management
Massachusetts
$3.85M +$981K +5,108 +33%
WSFS
85
Wilmington Savings Fund Society
Delaware
$3.74M -$68.7K -358 -2%
TFA
86
Tranquilli Financial Advisor
New Jersey
$3.66M -$138K -720 -4%
DAS
87
DMKC Advisory Services
Iowa
$3.66M +$370K +1,926 +11%
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$3.53M -$30.9K -161 -0.8%
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.51M
JWCA
90
J.W. Cole Advisors
Florida
$3.5M -$55.7K -290 -1%
WLIM
91
White Lighthouse Investment Management
Massachusetts
$3.46M -$11.1K -58 -0.3%
SFCL
92
Strengthening Families & Communities LLC
Massachusetts
$3.38M +$259K +1,351 +8%
ASG
93
Ariston Services Group
California
$3.35M -$6.53K -34 -0.2%
CIAS
94
Capital Investment Advisory Services
North Carolina
$3.28M +$131K +682 +4%
RFPS
95
Reality Financial Planning Services
Florida
$3.25M +$3.38M +17,584 New
SPC
96
Sigma Planning Corp
Michigan
$3.2M +$339K +1,766 +7%
ORC
97
O'Rourke & Company
Massachusetts
$3.09M +$727K +3,789 +29%
WANY
98
Wealthspire Advisors (New York)
New York
$3.08M
CMMS
99
Comprehensive Money Management Services
Florida
$3.04M -$25.7K -134 -0.8%
QCM
100
Quantinno Capital Management
New York
$3.04M +$131K +684 +4%