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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
126
Cedar Brook Financial Partners
Ohio
$673K -$126K -899 -14%
HW
127
Hancock Whitney
Mississippi
$665K
RHP
128
Royal Harbor Partners
Texas
$658K -$581K -4,137 -43%
LAS
129
Lloyd Advisory Services
Georgia
$654K +$754K +5,362 New
WCM
130
Windham Capital Management
Massachusetts
$645K -$154K -1,097 -17%
BF
131
BOK Financial
Oklahoma
$641K -$17.9K -127 -2%
IAS
132
Investment Advisory Services
Texas
$640K
BWA
133
Beam Wealth Advisors
Louisiana
$629K +$290K +2,065 +67%
AI
134
Atria Investments
North Carolina
$594K -$946K -6,729 -58%
GWM
135
Gray Wealth Management
Maine
$563K +$648K +4,613 New
CRWM
136
Castle Rock Wealth Management
California
$555K -$130K -924 -17%
VA
137
Valmark Advisers
Ohio
$552K -$37.4K -266 -6%
ASN
138
Advisory Services Network
Georgia
$539K +$7.17K +51 +1%
MPCG
139
Matrix Private Capital Group
New York
$528K -$78.3K -557 -11%
V
140
Veritable
Delaware
$522K
SMC
141
Smith, Moore & Co
Missouri
$516K +$595K +4,236 New
CFGS
142
Concourse Financial Group Securities
Alabama
$512K -$3.27M -23,273 -85%
BIA
143
Bigelow Investment Advisors
Maine
$505K -$20.4K -145 -3%
HCIA
144
Hochman Cole Investment Advisors
Illinois
$505K +$19.7K +140 +3%
APP
145
Avantax Planning Partners
Iowa
$496K +$14.1K +100 +3%
MECA
146
Miller Equity Capital Advisors
Texas
$488K
GRP
147
Global Retirement Partners
California
$488K +$38.4K +273 +7%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$473K -$15.6K -111 -3%
Allianz Asset Management
149
Allianz Asset Management
Germany
$473K +$545K +3,880 New
BC
150
Bartlett & Co
Ohio
$473K +$546K +3,882 New