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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
201
Prime Capital Investment Advisors
Kansas
$246K -$1.9K -15 -0.7%
EH
202
Equitable Holdings
New York
$246K +$252K +1,993 New
FRA
203
Front Row Advisors
California
$241K – – –
PCM
204
Poehling Capital Management
Wisconsin
$241K – – –
CWM
205
Cabot Wealth Management
Massachusetts
$239K -$33.7K -266 -12%
CANC
206
Culbertson A N & Co
Virginia
$238K – – –
AWA
207
Acorn Wealth Advisors
Michigan
$234K +$2.4K +19 +1%
MAS
208
Madden Advisory Services
Florida
$229K -$656K -5,182 -74%
SB
209
Strategic Blueprint
Georgia
$224K – – –
LWM
210
Loveless Wealth Management
Montana
$218K – – –
AWM
211
Aevitas Wealth Management
Massachusetts
$216K +$221K +1,747 New
WIA
212
World Investment Advisors
California
$215K -$13.9K -110 -6%
IWC
213
Integrated Wealth Concepts
Massachusetts
$213K -$8.48K -67 -4%
AIM
214
Anchor Investment Management
South Carolina
$213K – – –
EGWAG
215
Elwood & Goetz Wealth Advisory Group
Georgia
$210K +$215K +1,699 New
SAS
216
Stelac Advisory Services
New York
$209K -$2.07M -16,378 -91%
WHG
217
Westwood Holdings Group
Texas
$209K – – –
IFG
218
Independent Financial Group
California
$207K +$212K +1,674 New
LIM
219
Leavell Investment Management
Alabama
$206K -$17.1K -135 -8%
BRWA
220
B. Riley Wealth Advisors
Florida
$202K -$69K -545 -25%
CWM
221
Campbell Wealth Management
Virginia
$174K +$178K +1,405 New
NSIM
222
North Star Investment Management
Illinois
$159K +$1.65K +13 +1%
SPIA
223
Steward Partners Investment Advisory
New York
$159K +$17K +134 +12%
SIAP
224
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$157K -$12.7K -100 -7%
RIM
225
Rockbridge Investment Management
New York
$154K +$158K +1,248 New
7 8
9
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