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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
126
Castle Rock Wealth Management
California
$1.28M +$18.6K +133 +1%
COCM
127
Charter Oak Capital Management
New Hampshire
$1.23M -$35.1K -251 -3%
ADL
128
Asset Dedication LLC
California
$1.19M -$98.6K -705 -7%
PPWM
129
PFG Private Wealth Management
Florida
$1.17M -$523K -3,737 -29%
SG
130
Sharper & Granite
California
$1.17M +$28K +200 +2%
CFD
131
Creative Financial Designs
Indiana
$1.16M +$206K +1,470 +19%
CF
132
Centaurus Financial
California
$1.15M +$132K +943 +12%
ECM
133
Exchange Capital Management
Michigan
$1.14M +$15.4K +110 +1%
CTC
134
Central Trust Company
Missouri
$1.11M -$121K -862 -9%
BEAM
135
Baker Ellis Asset Management
Washington
$1.11M -$28K -200 -2%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$1.1M +$534K +3,821 +79%
LNC
137
Lincoln National Corp
Pennsylvania
$1.09M +$87.6K +626 +8%
FA
138
Flagstar Advisors
New York
$1.07M +$149K +1,065 +15%
TC
139
TAP Consulting
Missouri
$1.06M +$65.5K +468 +6%
B
140
Bailard
California
$1.05M +$230K +1,645 +25%
CIA
141
Compass Ion Advisors
Pennsylvania
$1.04M +$1.14M +8,186 New
PWG
142
Private Wealth Group
Florida
$1.02M -$849K -6,072 -43%
SC
143
Swan Capital
Florida
$1.01M +$1.11M +7,956 New
SFG
144
Sovereign Financial Group
Connecticut
$1.01M +$50.1K +358 +5%
Mariner
145
Mariner
Kansas
$1.01M +$5.17K +37 +0.5%
SIAP
146
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.01M -$69.9K -500 -6%
AWM
147
Accel Wealth Management
Iowa
$988K -$11.7K -84 -1%
RFM
148
Royal Fund Management
Florida
$984K +$232K +1,658 +27%
GWM
149
Gray Wealth Management
Maine
$948K -$77.8K -556 -7%
Bessemer Group
150
Bessemer Group
New Jersey
$937K +$559K +4,000 +119%