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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAC
101
Boys Arnold & Co
North Carolina
$377K
Stifel Financial
102
Stifel Financial
Missouri
$372K +$30.2K +256 +9%
UCFA
103
United Capital Financial Advisors
Texas
$357K -$124K -1,052 -26%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$356K +$101K +853 +39%
FCFC
105
First Commonwealth Financial Corp
Pennsylvania
$352K -$94.5K -800 -21%
OWD
106
Osborn Williams & Donohoe
Ohio
$342K
SB
107
Simmons Bank
Arkansas
$340K -$2.95K -25 -0.8%
MHI
108
Miller Howard Investments
New York
$301K -$138K -1,167 -31%
NCM
109
Narwhal Capital Management
Georgia
$301K +$13.1K +111 +4%
HB
110
Homrich & Berg
Georgia
$300K
CC
111
Callan Capital
California
$295K +$79.9K +676 +37%
CWM
112
Cornerstone Wealth Management
Missouri
$294K +$39.9K +338 +16%
GRP
113
Global Retirement Partners
California
$289K
IC
114
InterOcean Capital
Illinois
$289K +$50.2K +425 +21%
GHA
115
GW Henssler & Associates
Georgia
$287K
DAS
116
Dynamic Advisor Solutions
Arizona
$268K +$40.5K +343 +18%
LNC
117
Lincoln National Corp
Pennsylvania
$262K +$265K +2,247 New
FNBT
118
FineMark National Bank & Trust
Florida
$257K
CWM
119
Cabot Wealth Management
Massachusetts
$247K
NSIM
120
North Star Investment Management
Illinois
$243K -$56.8K -481 -19%
EWM
121
Empirical Wealth Management
Washington
$233K +$236K +1,996 New
BWA
122
BDO Wealth Advisors
Florida
$224K -$35.4K -300 -14%
LIM
123
Leavell Investment Management
Alabama
$220K -$59.1K -500 -21%
VCM
124
Versant Capital Management
Arizona
$218K
SIAP
125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K