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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$478K +$100K +731 +28%
EF
152
Empirical Finance
Pennsylvania
$470K – – –
DWM
153
Doyle Wealth Management
Florida
$465K +$55.6K +405 +14%
MFW
154
Meristem Family Wealth
Minnesota
$460K – – –
NG
155
Northstar Group
New York
$459K – – –
RFC
156
Regions Financial Corp
Alabama
$456K – – –
RMAM
157
Raab & Moskowitz Asset Management
New Jersey
$451K – – –
TA
158
Tiedemann Advisors
New York
$434K +$48K +350 +13%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$432K +$10K +73 +2%
USGIU
160
U.S. Global Investors (USGI)
Texas
$431K +$412K +3,000 New
PFS
161
Prospera Financial Services
Texas
$428K -$192K -1,400 -32%
BSW
162
Buckingham Strategic Wealth
Missouri
$424K – – –
DOA
163
D'Orazio & Associates
Virginia
$418K – – –
CWM
164
Cornerstone Wealth Management
Missouri
$416K +$20.6K +150 +5%
MC
165
Moors & Cabot
Massachusetts
$416K +$398K +2,900 New
SWMG
166
Strategic Wealth Management Group
Maryland
$412K – – –
UBS AM
167
UBS AM
Illinois
$412K -$16.1K -117 -4%
ASN
168
Advisory Services Network
Georgia
$403K – – –
TP
169
Tranquility Partners
Tennessee
$388K – – –
OWD
170
Osborn Williams & Donohoe
Ohio
$385K – – –
WPW
171
Waldron Private Wealth
Pennsylvania
$381K – – –
CA
172
Calton & Associates
Florida
$370K +$353K +2,572 New
PSF
173
Pacific Sun Financial
California
$342K – – –
CWM
174
Campbell Wealth Management
Virginia
$339K – – –
NA
175
NewEdge Advisors
Louisiana
$336K +$49.3K +359 +18%