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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
126
Charter Oak Capital Management
New Hampshire
$1.37M +$307K +1,925 +25%
BEAM
127
Baker Ellis Asset Management
Washington
$1.37M -$31.9K -200 -2%
PFS
128
Prospera Financial Services
Texas
$1.36M +$78.6K +493 +5%
PWMG
129
Pinnacle Wealth Management Group
Michigan
$1.35M +$1.51M +9,484 New
CF
130
Centaurus Financial
California
$1.34M +$273K +1,715 +22%
HI
131
Harbour Investments
Wisconsin
$1.33M – – –
NWMG
132
National Wealth Management Group
Ohio
$1.31M -$20.9K -131 -1%
CPO
133
Cerity Partners OCIO
New York
$1.29M -$13.2K -83 -0.9%
UFF
134
USA Financial Formulas
Michigan
$1.26M +$1.42M +8,886 New
TF
135
TIAA FSB
Florida
$1.25M +$227K +1,427 +19%
BCM
136
Brookstone Capital Management
Illinois
$1.25M -$21K -132 -1%
AWM
137
Accel Wealth Management
Iowa
$1.23M +$18.2K +114 +1%
CA
138
Cetera Advisors
Colorado
$1.2M +$173K +1,086 +15%
AW
139
ACG Wealth
Georgia
$1.18M – – –
ECM
140
Exchange Capital Management
Michigan
$1.18M -$57.9K -363 -4%
AFS
141
Axiom Financial Strategies
Indiana
$1.17M +$1.08M +6,759 +465%
5L
142
55I LLC
Massachusetts
$1.12M +$28.5K +179 +2%
AWM
143
Activest Wealth Management
Florida
$1.11M +$1.23M +7,736 New
GWM
144
Gray Wealth Management
Maine
$1.08M +$55K +345 +5%
MAS
145
Madden Advisory Services
Florida
$1.08M +$53.7K +337 +5%
NA
146
NewEdge Advisors
Louisiana
$1.06M +$310K +1,945 +35%
CFD
147
Creative Financial Designs
Indiana
$1.04M -$396K -2,486 -25%
FPFS
148
First Personal Financial Services
North Carolina
$1.03M -$4.78K -30 -0.4%
ACP
149
Aveo Capital Partners
Colorado
$1.02M +$133K +833 +13%
B
150
Bailard
California
$1M -$47K -295 -4%
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