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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Windham Capital Management
Massachusetts
$690K
KWA
202
Kellett Wealth Advisors
Ohio
$681K
CFGS
203
Concourse Financial Group Securities
Alabama
$660K +$45.3K +306 +8%
IFA
204
Interactive Financial Advisors
Illinois
$654K +$118K +795 +23%
RMAM
205
Raab & Moskowitz Asset Management
New Jersey
$649K -$25.6K -173 -4%
Citadel Advisors
206
Citadel Advisors
Florida
$643K -$2.63M -17,754 -81%
APP
207
Avantax Planning Partners
Iowa
$642K -$173K -1,169 -22%
CCB
208
Country Club Bank
Missouri
$630K +$609K +4,107 New
HW
209
Hancock Whitney
Mississippi
$623K
HF
210
HRT Financial
New York
$621K -$2.25M -15,187 -79%
EA
211
Eudaimonia Advisors
Tennessee
$618K +$10.4K +70 +2%
CSIA
212
Conrad Siegel Investment Advisors
Pennsylvania
$603K -$1.48K -10 -0.3%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$598K
BC
214
Bartlett & Co
Ohio
$598K
CCA
215
Checchi Capital Advisers
California
$593K +$360K +2,428 +169%
MFA
216
McClarren Financial Advisors
Pennsylvania
$591K -$13.9K -94 -2%
IFWM
217
Institute for Wealth Management
Colorado
$576K -$42.8K -289 -7%
BSW
218
Buckingham Strategic Wealth
Missouri
$576K +$14.7K +99 +3%
JF
219
Joule Financial
Kentucky
$568K -$34.7K -234 -6%
MCM
220
MAI Capital Management
Ohio
$567K -$109K -735 -17%
HIS
221
Horizon Investment Services
Indiana
$561K +$4.45K +30 +0.8%
MMA
222
Miracle Mile Advisors
California
$559K +$4.15K +28 +0.8%
WWM
223
Western Wealth Management
Colorado
$556K -$414K -2,794 -44%
CFO
224
CVA Family Office
Colorado
$553K +$90.4K +610 +20%
EAM
225
Evanson Asset Management
California
$547K +$47.9K +323 +10%