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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
201
Haverford Trust Company
Pennsylvania
$233K
WHG
202
Westwood Holdings Group
Texas
$225K +$221K +1,690 New
Neuberger Berman Group
203
Neuberger Berman Group
New York
$217K
AFP
204
Ausdal Financial Partners
Iowa
$217K +$213K +1,626 New
SFS
205
Summit Financial Strategies
Ohio
$214K
PFA
206
Pathway Financial Advisors
Vermont
$213K
AWM
207
Aevitas Wealth Management
Massachusetts
$204K +$7.06K +54 +4%
SIAP
208
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$200K
CBT
209
Capital Bank & Trust
California
$186K
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$170K +$15.7K +120 +10%
CB
211
Community Bank
New York
$167K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$150K
WT
213
Whittier Trust
California
$150K
BWM
214
BerganKDV Wealth Management
Minnesota
$143K +$1.05K +8 +0.8%
FHA
215
Flagship Harbor Advisors
Massachusetts
$140K -$65.2K -499 -32%
GT
216
Glenmede Trust
Pennsylvania
$138K +$49K +375 +56%
FPB
217
First PREMIER Bank
South Dakota
$137K +$34.4K +263 +34%
AIP
218
Ameritas Investment Partners
Nebraska
$136K
PA
219
Parallel Advisors
California
$135K +$60.9K +466 +85%
TIM
220
Tortoise Investment Management
New York
$133K
NSB
221
Norway Savings Bank
Maine
$130K
CCM
222
Covington Capital Management
California
$127K
BWA
223
BDO Wealth Advisors
Florida
$126K -$3.53K -27 -3%
PCFFS
224
Pacific Center for Financial Services
California
$122K
FGAM
225
Financial Gravity Asset Management
Texas
$117K +$7.19K +55 +7%