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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Strategic Wealth Management Group
Maryland
$355K +$506 +4 +0.1%
IWM
177
IHT Wealth Management
Illinois
$341K -$53.3K -421 -13%
BWA
178
Beam Wealth Advisors
Louisiana
$326K -$324K -2,560 -50%
BRWM
179
B. Riley Wealth Management
Tennessee
$318K +$325K +2,568 New
NG
180
Northstar Group
New York
$309K -$63.3K -500 -17%
SB
181
Simmons Bank
Arkansas
$309K +$38K +300 +14%
RJT
182
Raymond James Trust
Florida
$307K +$314K +2,483 New
NIM
183
Northeast Investment Management
Massachusetts
$305K +$1.9K +15 +0.6%
EAM
184
Evanson Asset Management
California
$303K -$13.9K -110 -4%
PSF
185
Pacific Sun Financial
California
$294K
PA
186
Parallel Advisors
California
$290K -$3.92K -31 -1%
MTC
187
Matrix Trust Company
Colorado
$283K -$23.2K -183 -7%
LNC
188
Lincoln National Corp
Pennsylvania
$282K -$18.6K -147 -6%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$281K +$63.3K +500 +28%
OL
190
Optas LLC
Texas
$279K -$140K -1,106 -33%
DI
191
DAGCO Inc
Ohio
$278K +$14.6K +115 +5%
RVPG
192
Relative Value Partners Group
$268K
WS
193
Wedbush Securities
California
$267K -$6.71K -53 -2%
NB
194
Northwest Bancshares
Pennsylvania
$266K
MIM
195
Moseley Investment Management
Florida
$259K
TFS
196
Thoroughbred Financial Services
Tennessee
$257K +$10.9K +86 +4%
IC
197
InterOcean Capital
Illinois
$251K +$257K +2,031 New
SWM
198
Selective Wealth Management
Virginia
$249K +$77.9K +615 +44%
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$247K -$111K -874 -30%
JIC
200
Joel Isaacson & Co
New York
$247K