We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$724K -$23.9K -177 -3%
SM
202
Sweeney & Michel
California
$723K +$630K +4,663 New
CCFM
203
Clear Creek Financial Management
Washington
$699K +$2.16K +16 +0.3%
HNB
204
Huntington National Bank
Ohio
$695K
OIA
205
OneDigital Investment Advisors
Kansas
$686K -$297K -2,196 -31%
VFG
206
V2 Financial group
Illinois
$684K
IFA
207
Interactive Financial Advisors
Illinois
$678K +$14.1K +104 +2%
NWA
208
Navis Wealth Advisors
New York
$677K
MPCL
209
My Personal CFO LLC
Washington
$665K +$86.8K +642 +16%
BW
210
Bison Wealth
Georgia
$644K -$9.87K -73 -2%
VA
211
Valmark Advisers
Ohio
$643K -$48.5K -359 -7%
NRI
212
NFP Retirement Inc
California
$643K -$64.3K -476 -10%
NWMG
213
National Wealth Management Group
Ohio
$642K -$44.5K -329 -7%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$635K -$12.2K -90 -2%
RIL
215
Rothschild Investment LLC
Illinois
$600K +$101K +750 +22%
ML
216
McAdam LLC
Pennsylvania
$598K -$104K -769 -15%
EFS
217
Essex Financial Services
Connecticut
$590K
RSA
218
River Street Advisors
Illinois
$587K +$32.6K +241 +6%
IAS
219
Investment Advisory Services
Texas
$586K
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$581K -$24.6K -182 -4%
HW
221
Hancock Whitney
Mississippi
$579K
Wealthfront Advisers
222
Wealthfront Advisers
California
$579K +$224K +1,655 +69%
CPRC
223
Consolidated Portfolio Review Corp
New York
$577K -$1.08M -7,980 -66%
CKAIS
224
Christensen King & Associates Investment Services
Washington
$575K -$10.4K -77 -2%
CSIA
225
Conrad Siegel Investment Advisors
Pennsylvania
$573K +$2.16K +16 +0.4%