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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$1.32M -$105K -772 -8%
Citigroup
102
Citigroup
New York
$1.32M +$57.5K +422 +5%
CIAS
103
Capital Investment Advisory Services
North Carolina
$1.3M +$84K +617 +7%
WCA
104
Windsor Creek Advisors
Vermont
$1.27M +$411K +3,014 +50%
BEAM
105
Baker Ellis Asset Management
Washington
$1.22M -$6.81K -50 -0.6%
CFD
106
Creative Financial Designs
Indiana
$1.19M +$84.6K +621 +8%
PWS
107
Precision Wealth Strategies
Missouri
$1.16M +$478K +3,510 +74%
22CM
108
20/20 Capital Management
California
$1.13M -$39.6K -291 -3%
APA
109
American Portfolios Advisors
New York
$1.13M +$152K +1,119 +16%
5L
110
55I LLC
Massachusetts
$1.12M -$125K -914 -10%
ACA
111
Atlas Capital Advisors
Wyoming
$1.08M -$136 -1 -0%
CTC
112
Central Trust Company
Missouri
$1.08M +$1.04M +7,660 New
FPFS
113
First Personal Financial Services
North Carolina
$1.07M -$551K -4,043 -35%
BAM
114
Belpointe Asset Management
Nevada
$1.05M -$109K -799 -10%
FFA
115
Founders Financial Alliance
North Carolina
$1.05M +$409 +3 +0%
VCM
116
Virtue Capital Management
Tennessee
$1.02M +$987K +7,245 New
NA
117
NewEdge Advisors
Louisiana
$1.01M -$34.6K -254 -3%
COCM
118
Charter Oak Capital Management
New Hampshire
$1.01M -$59.7K -438 -6%
SWA
119
Stratos Wealth Advisors
Ohio
$1M -$727K -5,334 -43%
APW
120
Aurora Private Wealth
New Jersey
$999K +$105K +772 +12%
AFS
121
Axiom Financial Strategies
Indiana
$994K +$46.5K +341 +5%
SWM
122
Spire Wealth Management
Virginia
$988K +$959K +7,037 New
ASN
123
Advisory Services Network
Georgia
$984K +$12.1K +89 +1%
CA
124
Cetera Advisors
Colorado
$919K -$278K -2,042 -24%
MA
125
Mutual Advisors
Nebraska
$919K -$40K -294 -4%