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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$942K -$483K -3,294 -33%
MA
152
Mutual Advisors
Nebraska
$942K +$16.6K +113 +2%
B
153
Bailard
California
$934K -$50.5K -345 -5%
SPC
154
Sigma Planning Corp
Michigan
$927K -$673K -4,596 -41%
GIM
155
Guild Investment Management
California
$920K +$940K +6,420 New
SWM
156
Spire Wealth Management
Virginia
$915K -$22.7K -155 -2%
TP
157
Tranquility Partners
Tennessee
$886K
ICG
158
InterOcean Capital Group
Tennessee
$885K +$912K +6,223 New
FB
159
First Bancorp
Maine
$881K
MSFS
160
Main Street Financial Solutions
Pennsylvania
$881K -$46.3K -316 -5%
WCM
161
Windham Capital Management
Massachusetts
$880K -$70.9K -484 -7%
AWM
162
Axxcess Wealth Management
California
$877K -$123K -840 -12%
KIG
163
Kennedy Investment Group
New Jersey
$874K +$68.4K +467 +8%
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$872K +$899K +6,134 New
JF
165
Joule Financial
Kentucky
$872K +$891K +6,085 New
IFO
166
Independent Family Office
New York
$870K
RFM
167
Royal Fund Management
Florida
$861K +$199K +1,360 +29%
EH
168
Equitable Holdings
New York
$860K -$115K -784 -11%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$850K +$74.6K +509 +9%
OIA
170
OneDigital Investment Advisors
Kansas
$826K -$515K -3,516 -38%
LWM
171
Laidlaw Wealth Management
New York
$813K -$10.1K -69 -1%
BSW
172
Buckingham Strategic Wealth
Missouri
$788K +$262K +1,787 +48%
HNB
173
Huntington National Bank
Ohio
$775K
KWA
174
Kellett Wealth Advisors
Ohio
$756K +$180K +1,230 +30%
VFG
175
V2 Financial group
Illinois
$754K