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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
PFG Advisors
Arizona
$908K +$56.3K +350 +7%
IWM
202
IHT Wealth Management
Illinois
$907K +$106K +657 +14%
EH
203
Equitable Holdings
New York
$901K -$2.57K -16 -0.3%
BCI
204
Brinker Capital Investments
Pennsylvania
$894K -$232K -1,443 -22%
OPS
205
Orion Portfolio Solutions
Nebraska
$894K -$232K -1,443 -22%
MECA
206
Miller Equity Capital Advisors
Texas
$889K
JWCA
207
J.W. Cole Advisors
Florida
$884K -$402K -2,502 -33%
NWA
208
Navis Wealth Advisors
New York
$870K +$40K +249 +5%
CCFM
209
Clear Creek Financial Management
Washington
$869K -$78.3K -487 -9%
OIA
210
OneDigital Investment Advisors
Kansas
$866K +$64.3K +400 +9%
TF
211
Tudor Financial
Ohio
$852K +$787K +4,895 New
Wealthfront Advisers
212
Wealthfront Advisers
California
$851K +$643 +4 +0.1%
MTC
213
Matrix Trust Company
Colorado
$838K +$498K +3,096 +180%
VFG
214
V2 Financial group
Illinois
$835K
FFA
215
Founders Financial Alliance
North Carolina
$834K +$482 +3 +0.1%
IFA
216
Interactive Financial Advisors
Illinois
$832K +$804 +5 +0.1%
SM
217
Sweeney & Michel
California
$828K +$2.73K +17 +0.4%
CIA
218
Choate Investment Advisors
Massachusetts
$825K +$57.4K +357 +8%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$799K +$1.13K +7 +0.2%
NRI
220
NFP Retirement Inc
California
$791K -$4.18K -26 -0.6%
KPWS
221
Kestra Private Wealth Services
Texas
$779K +$197K +1,223 +38%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$777K +$99.5K +619 +16%
LIM
223
Leavell Investment Management
Alabama
$771K +$52.7K +328 +8%
FFC
224
First Financial Corp
Indiana
$757K -$130K -808 -16%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$754K +$230K +1,432 +49%