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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
176
Meridian Financial Partners
Virginia
$500K +$285K +2,069 +134%
IWM
177
IHT Wealth Management
Illinois
$486K +$33.6K +244 +7%
MMA
178
Miracle Mile Advisors
California
$485K +$3.45K +25 +0.7%
SCM
179
Southport Capital Management
Tennessee
$485K +$4.83K +35 +1%
JWCA
180
J.W. Cole Advisors
Florida
$476K -$1.56M -11,323 -77%
AA
181
Ancora Advisors
Ohio
$473K -$17.2K -125 -3%
FCFC
182
First Commonwealth Financial Corp
Pennsylvania
$471K – – –
LNC
183
Lincoln National Corp
Pennsylvania
$461K +$141K +1,025 +44%
MPCG
184
Matrix Private Capital Group
New York
$459K – – –
NRI
185
NFP Retirement Inc
California
$455K -$39.6K -287 -8%
EF
186
Empirical Finance
Pennsylvania
$449K – – –
MFW
187
Meristem Family Wealth
Minnesota
$440K – – –
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$433K – – –
RHP
189
Royal Harbor Partners
Texas
$432K -$77.3K -561 -15%
AWM
190
Accel Wealth Management
Iowa
$432K +$434K +3,145 New
MWM
191
Meridian Wealth Management
Kentucky
$425K +$428K +3,103 New
HIS
192
Horizon Investment Services
Indiana
$421K -$14.1K -102 -3%
SWP
193
Stratos Wealth Partners
Ohio
$418K -$207K -1,503 -33%
MIH
194
Meitav Investment House
Israel
$412K – – –
VHAM
195
Van Hulzen Asset Management
California
$411K +$6.89K +50 +2%
SWMG
196
Strategic Wealth Management Group
Maryland
$395K +$551 +4 +0.1%
BIA
197
Bigelow Investment Advisors
Maine
$388K -$214K -1,555 -36%
FSC
198
Full Sail Capital
Oklahoma
$388K +$1.52K +11 +0.4%
FPW
199
Flagship Private Wealth
Massachusetts
$384K +$392K +2,846 New
AWS
200
AJ Wealth Strategies
New York
$379K +$2.76K +20 +0.7%
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