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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$377K -$10K -83 -3%
AIM
127
Anchor Investment Management
South Carolina
$362K – – –
RMAM
128
Raab & Moskowitz Asset Management
New Jersey
$361K +$36.7K +303 +11%
RFC
129
Regions Financial Corp
Alabama
$360K +$363K +3,000 +5,000%
ASN
130
Advisory Services Network
Georgia
$359K +$221K +1,824 +149%
FCFC
131
First Commonwealth Financial Corp
Pennsylvania
$355K – – –
BAC
132
Boys Arnold & Co
North Carolina
$352K -$27.8K -230 -7%
GHA
133
GW Henssler & Associates
Georgia
$352K – – –
BIA
134
Bigelow Investment Advisors
Maine
$351K +$3.63K +30 +1%
FFS
135
Founders Financial Securities
Maryland
$345K – – –
OWD
136
Osborn Williams & Donohoe
Ohio
$345K – – –
CWM
137
Cornerstone Wealth Management
Missouri
$340K +$350K +2,890 New
DOA
138
D'Orazio & Associates
Virginia
$338K -$182K -1,507 -34%
TA
139
Tiedemann Advisors
New York
$313K – – –
MHS
140
M Holdings Securities
Oregon
$310K +$8.84K +73 +3%
SWMG
141
Strategic Wealth Management Group
Maryland
$291K +$299K +2,466 New
FI
142
FormulaFolio Investments
Michigan
$286K – – –
IA
143
IndexIQ Advisors
New York
$280K -$328K -2,707 -53%
DAS
144
Dynamic Advisor Solutions
Arizona
$280K +$3.03K +25 +1%
SB
145
Simmons Bank
Arkansas
$275K – – –
DWM
146
Doyle Wealth Management
Florida
$270K +$277K +2,290 New
TAT
147
TD Ameritrade Trust
Colorado
$263K +$60.4K +499 +29%
CWM
148
Cabot Wealth Management
Massachusetts
$260K +$10.4K +86 +4%
GRP
149
Global Retirement Partners
California
$260K +$17.7K +146 +7%
NB
150
Northwest Bancshares
Pennsylvania
$253K – – –
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