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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
126
Carl P. Sherr & Co
Massachusetts
$771K -$40.5K -294 -5%
TP
127
Tranquility Partners
Tennessee
$768K +$37.6K +273 +5%
AIC
128
Ameritas Investment Company
Nebraska
$760K -$85.7K -622 -10%
Lido Advisors
129
Lido Advisors
California
$755K +$11.7K +85 +2%
HW
130
Hancock Whitney
Mississippi
$749K
IAS
131
Investment Advisory Services
Texas
$720K
CBFP
132
Cedar Brook Financial Partners
Ohio
$714K -$44.9K -326 -6%
PCH
133
PGIM Custom Harvest
New Jersey
$714K +$717K +5,204 New
Cohen & Steers
134
Cohen & Steers
New York
$712K -$3.34M -24,203 -82%
TF
135
Trek Financial
Arizona
$702K +$266K +1,931 +61%
SFS
136
Sowell Financial Services
Arkansas
$697K +$379K +2,748 +118%
SWM
137
SeaCrest Wealth Management
New York
$690K -$56.5K -410 -8%
HB
138
Homrich & Berg
Georgia
$690K +$693K +5,028 New
NEWAS
139
N.E.W. Advisory Services
Wisconsin
$676K +$679K +4,922 New
FTUS
140
Flow Traders U.S.
New York
$676K +$679K +4,927 New
BSW
141
Buckingham Strategic Wealth
Missouri
$671K +$94.4K +685 +16%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$670K -$429K -3,109 -39%
VFG
143
V2 Financial group
Illinois
$659K +$662K +4,800 New
PWS
144
Precision Wealth Strategies
Missouri
$653K +$656K +4,761 New
NWA
145
Navis Wealth Advisors
New York
$651K +$654K +4,745 New
BF
146
BOK Financial
Oklahoma
$650K -$3.03K -22 -0.5%
BRWM
147
B. Riley Wealth Management
Tennessee
$634K +$74.9K +543 +13%
GWM
148
Gray Wealth Management
Maine
$633K +$16.8K +122 +3%
VFA
149
Voya Financial Advisors
Connecticut
$630K -$798K -5,788 -55%
APP
150
Avantax Planning Partners
Iowa
$629K +$276 +2 +0%