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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$823K +$795K +5,366 New
GRP
177
Global Retirement Partners
California
$822K -$34.5K -233 -4%
VFG
178
V2 Financial group
Illinois
$813K +$74.1K +500 +10%
CCFM
179
Clear Creek Financial Management
Washington
$807K -$2.37K -16 -0.3%
IAS
180
Investment Advisory Services
Texas
$804K
FG
181
Foster Group
Iowa
$804K +$36.3K +245 +5%
LIM
182
Leavell Investment Management
Alabama
$803K -$13.8K -93 -2%
KIG
183
Kennedy Investment Group
New Jersey
$798K +$771K +5,206 New
ACP
184
Aveo Capital Partners
Colorado
$798K -$297K -2,003 -28%
SWA
185
Sax Wealth Advisors
New Jersey
$791K +$83.3K +562 +12%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$791K -$73.2K -494 -9%
MECA
187
Miller Equity Capital Advisors
Texas
$783K
Citigroup
188
Citigroup
New York
$773K -$46.2K -312 -6%
TC
189
TAP Consulting
Missouri
$765K +$740K +4,991 New
BFG
190
Bleakley Financial Group
New Jersey
$761K +$735K +4,962 New
VA
191
Valmark Advisers
Ohio
$755K -$1.93K -13 -0.3%
AWM
192
Axxcess Wealth Management
California
$745K -$1.18M -7,940 -62%
EH
193
Equitable Holdings
New York
$736K +$342K +2,311 +93%
CSB
194
City State Bank
Iowa
$733K +$5.19K +35 +0.7%
NRI
195
NFP Retirement Inc
California
$732K +$20K +135 +3%
NWA
196
Navis Wealth Advisors
New York
$729K
I2I
197
Insight 2811 Inc
Illinois
$727K -$269K -1,812 -28%
TFP
198
Tilia Fiduciary Partners
North Carolina
$722K +$64.8K +437 +10%
PNC
199
Park National Corp
Ohio
$709K +$685K +4,626 New
Neuberger Berman Group
200
Neuberger Berman Group
New York
$705K +$12K +81 +2%