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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
201
Wedbush Securities
California
$269K -$5.62K -40 -2%
CWM
202
Cabot Wealth Management
Massachusetts
$269K – – –
AAS
203
Avantax Advisory Services
Texas
$268K -$2.48M -17,629 -89%
SB
204
Simmons Bank
Arkansas
$268K -$3.65K -26 -1%
BRWA
205
B. Riley Wealth Advisors
Florida
$266K -$333K -2,369 -52%
OWD
206
Osborn Williams & Donohoe
Ohio
$266K – – –
RVPG
207
Relative Value Partners Group
$263K – – –
NB
208
Northwest Bancshares
Pennsylvania
$262K – – –
DI
209
DAGCO Inc
Ohio
$260K – – –
OMC
210
Old Mission Capital
Illinois
$256K +$295K +2,100 New
MIM
211
Moseley Investment Management
Florida
$255K – – –
FRA
212
Front Row Advisors
California
$245K – – –
FFA
213
Fragasso Financial Advisors
Pennsylvania
$245K +$283K +2,010 New
PCIA
214
Prime Capital Investment Advisors
Kansas
$244K +$119K +844 +73%
JIC
215
Joel Isaacson & Co
New York
$244K +$281K +2,000 New
TFS
216
Thoroughbred Financial Services
Tennessee
$243K +$15.6K +111 +6%
PCM
217
Poehling Capital Management
Wisconsin
$238K +$63.3K +450 +30%
BCM
218
Bayesian Capital Management
New York
$237K +$273K +1,940 New
CANC
219
Culbertson A N & Co
Virginia
$234K – – –
AWA
220
Acorn Wealth Advisors
Michigan
$230K +$1.97K +14 +0.8%
TFO
221
Tarbox Family Office
California
$228K – – –
SB
222
Strategic Blueprint
Georgia
$221K – – –
TRCT
223
Tower Research Capital (TRC)
New York
$220K -$739K -5,255 -74%
LIM
224
Leavell Investment Management
Alabama
$219K -$12.7K -90 -5%
IWC
225
Integrated Wealth Concepts
Massachusetts
$218K -$87.4K -622 -26%
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