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VPU

Vanguard Utilities ETF
VPU

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
201
Simmons Bank
Arkansas
$350K +$9.37K +68 +3%
GWM
202
Geneos Wealth Management
Colorado
$347K -$1.54M -11,184 -53%
MAS
203
Madden Advisory Services
Florida
$346K +$24.3K +176 +8%
RIL
204
Rothschild Investment LLC
Illinois
$344K +$346K +2,510 New
JHCP
205
Jackson Hole Capital Partners
Oklahoma
$343K +$138 +1 +0%
NG
206
Northstar Group
New York
$339K – – –
AIM
207
Anchor Investment Management
South Carolina
$338K -$689 -5 -0.2%
NIM
208
Northeast Investment Management
Massachusetts
$334K -$4.55K -33 -1%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$334K +$336K +2,435 New
EAM
210
Evanson Asset Management
California
$332K +$551 +4 +0.2%
FG
211
Foster Group
Iowa
$332K +$340K +2,463 New
OPS
212
Orion Portfolio Solutions
Nebraska
$323K +$325K +2,357 New
BWM
213
Bulltick Wealth Management
Florida
$316K +$317K +2,300 New
MTC
214
Matrix Trust Company
Colorado
$312K -$8K -58 -2%
AWE
215
Avidian Wealth Enterprises
Texas
$310K +$311K +2,259 New
PA
216
Parallel Advisors
California
$307K -$12.1K -88 -4%
RVPG
217
Relative Value Partners Group
$297K – – –
DWM
218
Doyle Wealth Management
Florida
$295K -$81.1K -588 -21%
NB
219
Northwest Bancshares
Pennsylvania
$295K – – –
AF
220
Advisornet Financial
Minnesota
$293K -$274K -1,988 -48%
MFGM
221
Marshall Financial Group (Maryland)
Maryland
$288K +$290K +2,100 New
SWM
222
Selective Wealth Management
Virginia
$280K +$1.93K +14 +0.7%
GLLW
223
Graves Light Lenhart Wealth
Virginia
$276K +$277K +2,012 New
JIC
224
Joel Isaacson & Co
New York
$274K – – –
IFG
225
Independent Financial Group
California
$272K – – –
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