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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
126
Independent Family Office
New York
$849K – – –
APA
127
American Portfolios Advisors
New York
$842K -$278K -1,943 -24%
FTUS
128
Flow Traders U.S.
New York
$834K +$861K +6,009 New
SF
129
Synovus Financial
Georgia
$816K +$5.02K +35 +0.6%
TP
130
Tranquility Partners
Tennessee
$779K +$1.58K +11 +0.2%
BRWM
131
B. Riley Wealth Management
Tennessee
$775K +$144K +1,006 +22%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$771K -$10.9K -76 -1%
WDC
133
Woodward Diversified Capital
California
$769K +$3.15K +22 +0.4%
APP
134
Avantax Planning Partners
Iowa
$763K +$287 +2 +0%
HW
135
Hancock Whitney
Mississippi
$757K – – –
BRWA
136
B. Riley Wealth Advisors
Florida
$742K +$67.6K +472 +10%
IAS
137
Investment Advisory Services
Texas
$728K +$752K +5,245 New
BSW
138
Buckingham Strategic Wealth
Missouri
$706K +$73.1K +510 +11%
FFC
139
First Financial Corp
Indiana
$703K +$4.44K +31 +0.6%
TF
140
Trek Financial
Arizona
$698K – – –
RFC
141
Regions Financial Corp
Alabama
$697K +$92.3K +644 +15%
HB
142
Homrich & Berg
Georgia
$694K -$35.3K -246 -5%
GRP
143
Global Retirement Partners
California
$684K -$53.9K -376 -7%
VFG
144
V2 Financial group
Illinois
$667K +$1K +7 +0.1%
NWA
145
Navis Wealth Advisors
New York
$659K +$860 +6 +0.1%
BCA
146
Bay Colony Advisors
Massachusetts
$655K -$1.86K -13 -0.3%
WS
147
Wedbush Securities
California
$645K +$666K +4,650 New
RJT
148
Raymond James Trust
Florida
$644K – – –
GWM
149
Gray Wealth Management
Maine
$641K +$1.15K +8 +0.2%
FWM
150
Frontier Wealth Management
Missouri
$639K +$430 +3 +0.1%
4 5
6
7 8