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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDC
151
Woodward Diversified Capital
California
$1.02M +$968K +7,163 New
KIG
152
Kennedy Investment Group
New Jersey
$1.02M +$21.2K +157 +2%
CPSC
153
Carl P. Sherr & Co
Massachusetts
$1.02M +$135 +1 +0%
EWA
154
EP Wealth Advisors
California
$975K +$289K +2,140 +46%
ADL
155
Asset Dedication LLC
California
$974K -$295K -2,184 -24%
BFG
156
Bleakley Financial Group
New Jersey
$973K +$923K +6,826 New
SW
157
Simplicity Wealth
New Jersey
$973K +$923K +6,826 New
BCM
158
Brookstone Capital Management
Illinois
$957K -$39.2K -290 -4%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$939K +$252K +1,866 +40%
AWM
160
Accel Wealth Management
Iowa
$938K +$88.5K +655 +11%
SF
161
Summit Financial
New Jersey
$926K +$546K +4,043 +165%
GIM
162
Guild Investment Management
California
$925K -$51.4K -380 -6%
FFA
163
Founders Financial Alliance
North Carolina
$924K +$405 +3 +0%
PNC
164
Park National Corp
Ohio
$913K -$45.3K -335 -5%
FPFS
165
First Personal Financial Services
North Carolina
$899K -$34.5K -255 -4%
Citigroup
166
Citigroup
New York
$897K -$1.04M -7,672 -55%
FB
167
First Bancorp
Maine
$892K -$7.43K -55 -0.9%
SPC
168
Sigma Planning Corp
Michigan
$891K +$540K +3,997 +178%
GWM
169
Gray Wealth Management
Maine
$879K +$43.9K +325 +6%
IFO
170
Independent Family Office
New York
$872K
ICG
171
InterOcean Capital Group
Tennessee
$872K
ASN
172
Advisory Services Network
Georgia
$859K +$37.8K +280 +5%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$852K +$40.3K +298 +5%
CA
174
CoreCap Advisors
Michigan
$843K +$132K +977 +20%
CIA
175
Choate Investment Advisors
Massachusetts
$839K +$795K +5,882 New