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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
201
City State Bank
Iowa
$623K
CCFM
202
Clear Creek Financial Management
Washington
$621K -$8.39K -60 -1%
NRI
203
NFP Retirement Inc
California
$607K +$7.83K +56 +1%
NWA
204
Navis Wealth Advisors
New York
$606K
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$603K +$661K +4,729 New
SM
206
Sweeney & Michel
California
$600K +$2.94K +21 +0.5%
IWM
207
IHT Wealth Management
Illinois
$589K -$66.9K -478 -9%
CTWM
208
Cherry Tree Wealth Management
Minnesota
$585K -$51.2K -366 -7%
NA
209
NewEdge Advisors
Louisiana
$582K +$85.6K +612 +15%
LIM
210
Leavell Investment Management
Alabama
$582K +$26.2K +187 +4%
OIA
211
OneDigital Investment Advisors
Kansas
$574K -$184K -1,312 -23%
IFA
212
Interactive Financial Advisors
Illinois
$566K -$12.2K -87 -2%
BA
213
BCM Advisors
Louisiana
$555K -$27.5M -196,646 -98%
FHA
214
Flagship Harbor Advisors
Massachusetts
$554K +$41.3K +295 +7%
ASN
215
Advisory Services Network
Georgia
$552K -$1.59M -11,349 -72%
CFO
216
CVA Family Office
Colorado
$551K
IAS
217
Investment Advisory Services
Texas
$543K -$1.4K -10 -0.2%
BW
218
Bison Wealth
Georgia
$538K +$17.3K +124 +3%
CRI
219
Colonial River Investments
Virginia
$537K +$11.7K +84 +2%
TFP
220
Tilia Fiduciary Partners
North Carolina
$537K -$71.9K -514 -11%
HI
221
Horizon Investments
North Carolina
$536K +$587K +4,199 New
HW
222
Hancock Whitney
Mississippi
$518K
CCB
223
Country Club Bank
Missouri
$510K -$14K -100 -2%
EAM
224
Evanson Asset Management
California
$505K
BCWM
225
Bartlett & Co Wealth Management
Ohio
$502K