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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
151
Carl P. Sherr & Co
Massachusetts
$986K -$41.4K -280 -4%
WCM
152
Windham Capital Management
Massachusetts
$984K +$322K +2,173 +48%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$975K +$81.1K +548 +9%
SWM
154
Spire Wealth Management
Virginia
$972K +$74.2K +501 +8%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$960K +$26.9K +182 +3%
MA
156
Mutual Advisors
Nebraska
$960K +$40.7K +275 +4%
IWM
157
IHT Wealth Management
Illinois
$941K +$41.2K +278 +5%
TP
158
Tranquility Partners
Tennessee
$920K +$29.9K +202 +3%
SFG
159
Sovereign Financial Group
Connecticut
$917K +$117K +791 +15%
PWMG
160
Pinnacle Wealth Management Group
Michigan
$915K -$490K -3,312 -35%
FB
161
First Bancorp
Maine
$914K
HNB
162
Huntington National Bank
Ohio
$910K
IFO
163
Independent Family Office
New York
$902K
FFC
164
First Financial Corp
Indiana
$871K +$48.8K +330 +6%
LWM
165
Laidlaw Wealth Management
New York
$853K -$43.4K -293 -5%
KIG
166
Kennedy Investment Group
New Jersey
$838K +$70.2K +474 +9%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$813K -$3.7K -25 -0.5%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$807K +$45.9K +310 +6%
ACA
169
Aptus Capital Advisors
Alabama
$797K +$798K +5,388 +35,920%
SF
170
Synovus Financial
Georgia
$790K -$45.9K -310 -5%
VFG
171
V2 Financial group
Illinois
$782K
FG
172
Foster Group
Iowa
$779K +$5.92K +40 +0.8%
GRP
173
Global Retirement Partners
California
$771K -$21.5K -145 -3%
SWA
174
Sax Wealth Advisors
New Jersey
$766K +$4.44K +30 +0.6%
MECA
175
Miller Equity Capital Advisors
Texas
$753K