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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
126
Central Trust Company
Missouri
$857K
IFO
127
Independent Family Office
New York
$851K
BRWM
128
B. Riley Wealth Management
Tennessee
$835K +$60.3K +413 +7%
ASN
129
Advisory Services Network
Georgia
$827K -$188K -1,285 -18%
CWP
130
Capital Wealth Planning
Florida
$797K +$836K +5,725 New
WCM
131
Windham Capital Management
Massachusetts
$783K +$151K +1,033 +23%
BRWA
132
B. Riley Wealth Advisors
Florida
$782K +$39.9K +273 +5%
SF
133
Synovus Financial
Georgia
$770K -$49.8K -341 -6%
CPSC
134
Carl P. Sherr & Co
Massachusetts
$769K -$4.53K -31 -0.6%
Comerica Bank
135
Comerica Bank
Texas
$763K +$374K +2,560 +99%
HW
136
Hancock Whitney
Mississippi
$759K
FWM
137
Frontier Wealth Management
Missouri
$755K +$120K +820 +18%
CCFM
138
Clear Creek Financial Management
Washington
$744K +$780K +5,344 New
APP
139
Avantax Planning Partners
Iowa
$743K -$23.8K -163 -3%
FIM
140
Freedom Investment Management
Connecticut
$736K -$1.84M -12,576 -70%
AAS
141
Avantax Advisory Services
Texas
$732K +$172K +1,181 +29%
IAS
142
Investment Advisory Services
Texas
$730K
WDC
143
Woodward Diversified Capital
California
$726K -$47.3K -324 -6%
ACA
144
Atlas Capital Advisors
Wyoming
$720K -$263K -1,803 -26%
GWM
145
Gray Wealth Management
Maine
$707K +$67.3K +461 +10%
FFC
146
First Financial Corp
Indiana
$704K -$730 -5 -0.1%
TF
147
Trek Financial
Arizona
$700K
MECA
148
Miller Equity Capital Advisors
Texas
$696K +$58.4K +400 +9%
RFC
149
Regions Financial Corp
Alabama
$692K -$8.76K -60 -1%
VFG
150
V2 Financial group
Illinois
$668K -$1.02K -7 -0.1%