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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIH
176
Meitav Investment House
Israel
$429K -$281K -2,000 -40%
HFRG
177
Houlihan Financial Resource Group
Virginia
$423K +$416K +2,961 New
DOA
178
D'Orazio & Associates
Virginia
$422K +$6.05K +43 +1%
MC
179
Moors & Cabot
Massachusetts
$415K
CWM
180
Cornerstone Wealth Management
Missouri
$414K
SWMG
181
Strategic Wealth Management Group
Maryland
$410K
PFS
182
Prospera Financial Services
Texas
$407K -$18.3K -130 -4%
TP
183
Tranquility Partners
Tennessee
$386K
WPW
184
Waldron Private Wealth
Pennsylvania
$376K
5L
185
55I LLC
Massachusetts
$365K +$359K +2,553 New
BSW
186
Buckingham Strategic Wealth
Missouri
$351K -$70K -498 -17%
IWC
187
Integrated Wealth Concepts
Massachusetts
$345K +$111K +789 +49%
IWM
188
IHT Wealth Management
Illinois
$344K +$79.9K +568 +31%
PSF
189
Pacific Sun Financial
California
$340K
SCM
190
Southport Capital Management
Tennessee
$335K +$94.5K +672 +40%
WS
191
Wedbush Securities
California
$321K +$316K +2,249 New
SB
192
Simmons Bank
Arkansas
$318K
NIM
193
Northeast Investment Management
Massachusetts
$316K +$4.64K +33 +2%
CWM
194
Cabot Wealth Management
Massachusetts
$315K
OWD
195
Osborn Williams & Donohoe
Ohio
$311K -$70.3K -500 -19%
RVPG
196
Relative Value Partners Group
$309K
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$309K
IF
198
Insight Folios
North Carolina
$309K +$304K +2,160 New
BAM
199
Belpointe Asset Management
Nevada
$309K +$304K +2,161 New
NB
200
Northwest Bancshares
Pennsylvania
$307K