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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
126
Aspiriant LLC
California
$201K +$202K +1,756 New
CB
127
Community Bank
New York
$172K +$9.22K +80 +6%
IWM
128
IHT Wealth Management
Illinois
$166K -$44.7K -388 -79%
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$139K -$56.7K -492 -29%
CAL
130
Capital Advisors Ltd
Ohio
$138K
MA
131
MUFG Americas
New York
$126K
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$126K
FANJ
133
Financial Architects (New Jersey)
New Jersey
$124K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$124K +$8.3K +72 +7%
AIP
135
Ameritas Investment Partners
Nebraska
$122K
TIM
136
Tortoise Investment Management
New York
$114K
WT
137
Whittier Trust
California
$114K
LNB
138
Ledyard National Bank
$108K
NSB
139
Norway Savings Bank
Maine
$107K
PCFFS
140
Pacific Center for Financial Services
California
$105K
KTC
141
Kistler-Tiffany Companies
Pennsylvania
$102K
TAT
142
TD Ameritrade Trust
Colorado
$96K -$27.2K -236 -20%
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$86K +$86.5K +750 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$84K
TC
145
Trust Company
Kansas
$81K
MWM
146
Mascoma Wealth Management
New Hampshire
$80K
DADC
147
D.A. Davidson & Co
Montana
$77K -$13.3K -115 -14%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$67K -$31K -269 -31%
GT
149
Glenmede Trust
Pennsylvania
$65K
PMFA
150
Plante Moran Financial Advisors
Michigan
$63K