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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
176
Ancora Advisors
Ohio
$477K -$7.49K -55 -2%
NRI
177
NFP Retirement Inc
California
$466K +$545 +4 +0.1%
HIIFS
178
Harel Insurance Investments & Financial Services
Israel
$460K – – –
FG
179
Foster Group
Iowa
$458K +$109K +798 +32%
RIL
180
Rothschild Investment LLC
Illinois
$456K +$100K +735 +29%
MFW
181
Meristem Family Wealth
Minnesota
$450K – – –
EF
182
Empirical Finance
Pennsylvania
$449K – – –
MSFS
183
Main Street Financial Solutions
Pennsylvania
$445K +$99.6K +731 +30%
WIC
184
Whitegate Investment Counselors
New Hampshire
$443K +$429K +3,150 New
AWM
185
Accel Wealth Management
Iowa
$442K – – –
MWM
186
Meridian Wealth Management
Kentucky
$436K – – –
HIS
187
Horizon Investment Services
Indiana
$428K -$2.59K -19 -0.6%
VHAM
188
Van Hulzen Asset Management
California
$426K +$4.77K +35 +1%
RMAM
189
Raab & Moskowitz Asset Management
New Jersey
$425K -$112K -820 -21%
MIH
190
Meitav Investment House
Israel
$422K – – –
TSS
191
Two Sigma Securities
New York
$422K +$409K +3,004 New
MPCG
192
Matrix Private Capital Group
New York
$420K -$48.1K -353 -11%
SWMG
193
Strategic Wealth Management Group
Maryland
$404K – – –
FPW
194
Flagship Private Wealth
Massachusetts
$404K – – –
FB
195
First Bancorp
Maine
$400K +$388K +2,847 New
AWS
196
AJ Wealth Strategies
New York
$390K +$1.91K +14 +0.5%
AAS
197
Avantax Advisory Services
Texas
$380K +$368K +2,702 New
ECG
198
Edge Capital Group
Georgia
$377K +$365K +2,681 New
FSC
199
Full Sail Capital
Oklahoma
$376K -$22.5K -165 -6%
CBFP
200
Cedar Brook Financial Partners
Ohio
$363K -$357K -2,621 -50%
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