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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Advisornet Financial
Minnesota
$750K +$157K +1,141 +28%
VA
127
Valmark Advisers
Ohio
$726K +$61.3K +447 +10%
CRWM
128
Castle Rock Wealth Management
California
$725K +$731K +5,331 New
MIH
129
Meitav Investment House
Israel
$723K – – –
FTS
130
Fifth Third Securities
Ohio
$712K -$98.7K -719 -6%
WCM
131
Windham Capital Management
Massachusetts
$703K -$63.1K -460 -9%
BRWA
132
B. Riley Wealth Advisors
Florida
$696K +$17.8K +130 +3%
FI
133
FormulaFolio Investments
Michigan
$671K -$54.1K -394 -8%
BIA
134
Bigelow Investment Advisors
Maine
$663K +$225K +1,640 +55%
SS
135
Simplicity Solutions
Minnesota
$661K +$311K +2,265 +97%
SWP
136
Stratos Wealth Partners
Ohio
$635K -$298K -2,171 -33%
V
137
Veritable
Delaware
$615K – – –
HCIA
138
Hochman Cole Investment Advisors
Illinois
$595K -$15.1K -110 -3%
HIS
139
Horizon Investment Services
Indiana
$590K – – –
CC
140
Callan Capital
California
$574K -$36.1K -263 -6%
APP
141
Avantax Planning Partners
Iowa
$570K +$36.1K +263 +7%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$562K – – –
BC
143
Bartlett & Co
Ohio
$558K – – –
JHCP
144
Jackson Hole Capital Partners
Oklahoma
$535K – – –
BTS
145
BB&T Securities
Virginia
$518K +$20.9K +152 +4%
AA
146
Ancora Advisors
Ohio
$517K -$2.74K -20 -0.6%
PAMG
147
Patton Albertson Miller Group
Tennessee
$503K -$77.5K -565 -14%
CFG
148
CMC Financial Group
Georgia
$496K +$184K +1,338 +63%
FCFC
149
First Commonwealth Financial Corp
Pennsylvania
$493K – – –
RFN
150
RDA Financial Network
Iowa
$482K -$6.86K -50 -1%
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