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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Frontier Wealth Management
Missouri
$647K +$627K +4,606 New
CTFG
152
Capstone Triton Financial Group
Oklahoma
$644K -$158K -1,158 -20%
BRWM
153
B. Riley Wealth Management
Tennessee
$644K -$5.04K -37 -0.8%
BSW
154
Buckingham Strategic Wealth
Missouri
$643K -$42.8K -314 -6%
BF
155
BOK Financial
Oklahoma
$643K -$21.8K -160 -3%
MECA
156
Miller Equity Capital Advisors
Texas
$619K +$54.5K +400 +10%
RFC
157
Regions Financial Corp
Alabama
$616K -$13.6K -100 -2%
VFA
158
Voya Financial Advisors
Connecticut
$600K -$48.5K -356 -8%
SFG
159
Sovereign Financial Group
Connecticut
$592K +$23.2K +170 +4%
LNC
160
Lincoln National Corp
Pennsylvania
$576K +$101K +738 +22%
JWCA
161
J.W. Cole Advisors
Florida
$575K +$85.4K +627 +18%
VA
162
Valmark Advisers
Ohio
$574K -$38.3K -281 -6%
HCIA
163
Hochman Cole Investment Advisors
Illinois
$561K -$33.4K -245 -6%
PAMG
164
Patton Albertson Miller Group
Tennessee
$558K
SWP
165
Stratos Wealth Partners
Ohio
$556K +$125K +914 +30%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$548K
BC
167
Bartlett & Co
Ohio
$548K
Fidelity Investments
168
Fidelity Investments
Massachusetts
$521K -$16.9K -124 -3%
CFGS
169
Concourse Financial Group Securities
Alabama
$520K -$17.2K -126 -3%
Macquarie Group
170
Macquarie Group
Australia
$518K -$557K -4,090 Closed
IOOF
171
Independent Order of Foresters
Ontario, Canada
$518K -$55.3K -406 -10%
WANY
172
Wealthspire Advisors (New York)
New York
$517K +$501K +3,677 New
MMA
173
Miracle Mile Advisors
California
$504K +$7.49K +55 +2%
IWM
174
IHT Wealth Management
Illinois
$494K -$3.13K -23 -0.6%
FCFC
175
First Commonwealth Financial Corp
Pennsylvania
$483K