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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
126
Callan Capital
California
$689K +$323K +2,551 +85%
HW
127
Hancock Whitney
Mississippi
$675K – – –
CF
128
Centaurus Financial
California
$673K -$18.6K -147 -3%
WCM
129
Windham Capital Management
Massachusetts
$652K -$2.4K -19 -0.4%
IAS
130
Investment Advisory Services
Texas
$649K – – –
IFWM
131
Institute for Wealth Management
Colorado
$631K -$54.6K -431 -8%
TP
132
Tranquility Partners
Tennessee
$605K +$243K +1,922 +65%
BF
133
BOK Financial
Oklahoma
$591K -$59.4K -469 -9%
GWM
134
Gray Wealth Management
Maine
$577K +$5.32K +42 +0.9%
APP
135
Avantax Planning Partners
Iowa
$567K +$65.1K +514 +13%
BIA
136
Bigelow Investment Advisors
Maine
$550K +$39.2K +310 +7%
GRP
137
Global Retirement Partners
California
$532K +$37.7K +298 +7%
V
138
Veritable
Delaware
$530K – – –
SMC
139
Smith, Moore & Co
Missouri
$524K – – –
BSW
140
Buckingham Strategic Wealth
Missouri
$520K +$128K +1,010 +32%
HCIA
141
Hochman Cole Investment Advisors
Illinois
$512K +$127 +1 +0%
IOOF
142
Independent Order of Foresters
Ontario, Canada
$506K +$518K +4,090 New
SW
143
SkyOak Wealth
Michigan
$504K +$28.1K +222 +6%
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
$504K +$126K +997 +32%
VA
145
Valmark Advisers
Ohio
$501K -$60.4K -477 -11%
MECA
146
Miller Equity Capital Advisors
Texas
$495K – – –
PAMG
147
Patton Albertson Miller Group
Tennessee
$492K +$26.6K +210 +6%
BC
148
Bartlett & Co
Ohio
$483K +$2.53K +20 +0.5%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$483K +$2.53K +20 +0.5%
CFGS
150
Concourse Financial Group Securities
Alabama
$482K -$37.5K -296 -7%
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