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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$665K +$20.6K +141 +3%
IFWM
152
Institute for Wealth Management
Colorado
$664K +$126K +863 +22%
NWA
153
Navis Wealth Advisors
New York
$661K
SFG
154
Sovereign Financial Group
Connecticut
$636K +$51.8K +355 +8%
LNC
155
Lincoln National Corp
Pennsylvania
$633K +$14.3K +98 +2%
DADC
156
D.A. Davidson & Co
Montana
$632K -$6.13K -42 -0.9%
MC
157
Matisse Capital
Oregon
$612K +$642K +4,400 New
VA
158
Valmark Advisers
Ohio
$611K +$134K +921 +27%
BSW
159
Buckingham Strategic Wealth
Missouri
$609K -$104K -710 -14%
GRP
160
Global Retirement Partners
California
$606K -$84.2K -577 -12%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$606K +$70.5K +483 +12%
BF
162
BOK Financial
Oklahoma
$601K +$630K +4,317 New
HB
163
Homrich & Berg
Georgia
$596K -$104K -715 -14%
MSFS
164
Main Street Financial Solutions
Pennsylvania
$596K +$120K +820 +24%
RIL
165
Rothschild Investment LLC
Illinois
$576K +$21.9K +150 +4%
HCIA
166
Hochman Cole Investment Advisors
Illinois
$575K +$41.2K +282 +7%
AWM
167
Accel Wealth Management
Iowa
$561K +$89.1K +610 +18%
NRI
168
NFP Retirement Inc
California
$557K +$66.7K +457 +13%
PAMG
169
Patton Albertson Miller Group
Tennessee
$552K
BCWM
170
Bartlett & Co Wealth Management
Ohio
$551K +$3.5K +24 +0.6%
BC
171
Bartlett & Co
Ohio
$546K +$3.5K +24 +0.6%
FG
172
Foster Group
Iowa
$535K +$34K +233 +6%
BCA
173
Bay Colony Advisors
Massachusetts
$529K -$135K -923 -20%
CFGS
174
Concourse Financial Group Securities
Alabama
$527K -$6.28K -43 -1%
MAS
175
Madden Advisory Services
Florida
$527K +$167K +1,147 +43%