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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
101
Vantage Investment Advisors
Pennsylvania
$51K -$35.4K -372 -39%
GWM
102
Gupta Wealth Management
California
$51K
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$47K +$50K +525 New
TCOV
104
Trust Company of Vermont
Vermont
$46K +$48.8K +512 New
IWMPD
105
Integrated Wealth Management (Palm Desert)
California
$37K
JFGIW
106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K
FWM
107
Focused Wealth Management
New York
$32K
FPFS
108
First Personal Financial Services
North Carolina
$32K +$33.7K +354 New
SF
109
Synovus Financial
Georgia
$31K
BCM
110
Brookstone Capital Management
Illinois
$30K +$32K +336 New
ST
111
Smithfield Trust
Pennsylvania
$29K
CHP
112
Cable Hill Partners
Oregon
$28K
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K +$24.5K +257 New
PIA
114
Peachtree Investment Advisors
Georgia
$22K
ZB
115
Zions Bancorporation
Utah
$22K
LNB
116
Ledyard National Bank
$21K -$3.33K -35 -13%
WP
117
WealthPLAN Partners
Nebraska
$20K
DADC
118
D.A. Davidson & Co
Montana
$19K +$8.38K +88 +66%
TWA
119
TCI Wealth Advisors
Arizona
$16K
First Manhattan
120
First Manhattan
New York
$13K
GI
121
Gradient Investments
Minnesota
$13K
AssetMark Inc
122
AssetMark Inc
California
$12K
WRM
123
Westport Resources Management
Connecticut
$12K
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$11.6K
MAS
125
Madden Advisory Services
Florida
$11K +$12.4K +130 New