We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cabot Wealth Management
Massachusetts
$293K
NIM
177
Northeast Investment Management
Massachusetts
$289K +$285K +2,177 New
NB
178
Northwest Bancshares
Pennsylvania
$286K
SWM
179
Selective Wealth Management
Virginia
$284K +$279K +2,137 New
CFG
180
CMC Financial Group
Georgia
$281K
WIA
181
World Investment Advisors
California
$270K +$266K +2,033 New
MIM
182
Moseley Investment Management
Florida
$269K
MA
183
Mutual Advisors
Nebraska
$267K +$9.28K +71 +4%
NA
184
NewEdge Advisors
Louisiana
$263K +$15.8K +121 +7%
SCA
185
Snowden Capital Advisors
New York
$263K +$16.5K +126 +7%
AIM
186
Anchor Investment Management
South Carolina
$262K
ACP
187
Ashfield Capital Partners
California
$260K -$259K -1,980 Closed
FRA
188
Front Row Advisors
California
$259K
CANC
189
Culbertson A N & Co
Virginia
$255K
SG
190
StoneX Group
New York
$254K -$262 -2 -0.1%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$252K
TFO
192
Tarbox Family Office
California
$249K +$245K +1,873 New
AWA
193
Acorn Wealth Advisors
Michigan
$248K +$1.7K +13 +0.7%
HI
194
Hudock Inc
Pennsylvania
$242K -$12.6K -96 -5%
RWM
195
Rench Wealth Management
Texas
$242K -$8.37K -64 -3%
SB
196
Strategic Blueprint
Georgia
$242K
MWPCG
197
Measured Wealth Private Client Group
New Hampshire
$240K +$236K +1,805 New
LIM
198
Leavell Investment Management
Alabama
$239K +$235K +1,800 New
PCG
199
Private Capital Group
Connecticut
$235K +$262K +2,000 +20,000%
DI
200
DAGCO Inc
Ohio
$234K