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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
Flagship Harbor Advisors
Massachusetts
$142K +$138K +1,228 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$141K – – –
CAL
153
Capital Advisors Ltd
Ohio
$140K – – –
BWA
154
BDO Wealth Advisors
Florida
$136K -$44.9K -400 -25%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$132K +$95.5K +850 +293%
WWMSC
156
Wagner Wealth Management (South Carolina)
South Carolina
$129K – – –
AIP
157
Ameritas Investment Partners
Nebraska
$124K – – –
NSB
158
Norway Savings Bank
Maine
$121K – – –
BWM
159
BerganKDV Wealth Management
Minnesota
$120K +$116K +1,032 New
TIM
160
Tortoise Investment Management
New York
$116K – – –
WT
161
Whittier Trust
California
$116K – – –
CCM
162
Covington Capital Management
California
$111K – – –
Deutsche Bank
163
Deutsche Bank
Germany
$108K +$67.1K +597 +177%
SPIA
164
Steward Partners Investment Advisory
New York
$107K +$20K +178 +24%
PCFFS
165
Pacific Center for Financial Services
California
$106K – – –
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$106K – – –
ML
167
McAdam LLC
Pennsylvania
$102K – – –
LNB
168
Ledyard National Bank
$98K -$11.2K -100 -11%
MWM
169
Mascoma Wealth Management
New Hampshire
$81K – – –
AWM
170
Aevitas Wealth Management
Massachusetts
$70K +$44.9K +400 +195%
ACA
171
Atlas Capital Advisors
Wyoming
$68.2K -$391K -3,477 -86%
JCM
172
Jacobi Capital Management
Pennsylvania
$67K – – –
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$63K -$21K -187 -26%
William Blair & Company
174
William Blair & Company
Illinois
$59K – – –
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$58K – – –