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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
201
Safeguard Investment Advisory Group
California
$512K +$483K +3,274 New
AA
202
Ancora Advisors
Ohio
$509K
CAM
203
Cresset Asset Management
Illinois
$505K +$477K +3,231 New
MWM
204
Meridian Wealth Management
Kentucky
$501K
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$498K +$12.1K +82 +3%
EFS
206
Essex Financial Services
Connecticut
$497K -$1.48K -10 -0.3%
BOPW
207
Brandywine Oak Private Wealth
Pennsylvania
$496K +$3.25K +22 +0.7%
ACP
208
Aveo Capital Partners
Colorado
$493K +$96.9K +657 +26%
SB
209
Strategic Blueprint
Georgia
$482K +$100K +678 +28%
MPCG
210
Matrix Private Capital Group
New York
$478K
VHAM
211
Van Hulzen Asset Management
California
$477K -$15.5K -105 -3%
HI
212
Harbour Investments
Wisconsin
$476K -$1.74M -11,767 -79%
MIH
213
Meitav Investment House
Israel
$467K
AGP
214
Autumn Glory Partners
Texas
$459K +$433K +2,934 New
CSI
215
Cross Staff Investments
New York
$454K +$428K +2,905 New
WANY
216
Wealthspire Advisors (New York)
New York
$453K -$74K -502 -15%
FPW
217
Flagship Private Wealth
Massachusetts
$446K +$442 +3 +0.1%
FB
218
First Bancorp
Maine
$445K
WE
219
Wealth Effects
Massachusetts
$445K +$420K +2,845 New
SWP
220
Stratos Wealth Partners
Ohio
$443K +$34.5K +234 +9%
AWS
221
AJ Wealth Strategies
New York
$441K +$4.72K +32 +1%
IFG
222
Independent Financial Group
California
$429K +$34.7K +235 +9%
EAM
223
Evanson Asset Management
California
$423K +$1.03K +7 +0.3%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$417K +$398K +2,700 New
RPCONE
225
Retirement Planning Company of New England
Rhode Island
$416K +$393K +2,664 New