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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
176
BOK Financial
Oklahoma
$672K -$3.1K -21 -0.5%
HWM
177
HB Wealth Management
Georgia
$671K +$632K +4,288 New
BSW
178
Buckingham Strategic Wealth
Missouri
$663K -$20.5K -139 -3%
MCM
179
MAI Capital Management
Ohio
$657K +$620K +4,203 New
FG
180
Foster Group
Iowa
$642K +$38.5K +261 +7%
CSB
181
City State Bank
Iowa
$638K +$602K +4,080 New
ACA
182
Atlas Capital Advisors
Wyoming
$636K -$164K -1,109 -21%
PAMG
183
Patton Albertson Miller Group
Tennessee
$621K – – –
BCWM
184
Bartlett & Co Wealth Management
Ohio
$614K – – –
BC
185
Bartlett & Co
Ohio
$614K – – –
CSIA
186
Conrad Siegel Investment Advisors
Pennsylvania
$612K +$649K +4,400 New
CFGS
187
Concourse Financial Group Securities
Alabama
$601K +$12.5K +85 +2%
BCA
188
Bay Colony Advisors
Massachusetts
$596K +$2.06K +14 +0.4%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$592K +$316K +2,140 +130%
RMAM
190
Raab & Moskowitz Asset Management
New Jersey
$591K +$97K +658 +21%
EA
191
Eudaimonia Advisors
Tennessee
$582K +$549K +3,719 New
MMA
192
Miracle Mile Advisors
California
$564K +$1.48K +10 +0.3%
HIS
193
Horizon Investment Services
Indiana
$559K +$1.33K +9 +0.3%
RIL
194
Rothschild Investment LLC
Illinois
$558K -$84.8K -575 -14%
HPWA
195
Hall Private Wealth Advisors
North Carolina
$556K – – –
RFC
196
Regions Financial Corp
Alabama
$547K -$217K -1,474 -30%
PFS
197
Prospera Financial Services
Texas
$544K +$513K +3,476 New
FCFC
198
First Commonwealth Financial Corp
Pennsylvania
$537K – – –
MFW
199
Meristem Family Wealth
Minnesota
$532K – – –
IWM
200
IHT Wealth Management
Illinois
$514K -$34.4K -233 -7%
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8
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