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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M -$49.5K -5,511 -0.4%
PPA
2
Parametric Portfolio Associates
Washington
$4.73M -$58.9K -6,550 -1%
AAM
3
Advisors Asset Management
Colorado
$4.52M -$289K -32,182 -6%
Invesco
4
Invesco
Georgia
$4.28M +$455K +50,633 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.86M +$418K +46,470 +13%
Wells Fargo
6
Wells Fargo
California
$3.63M +$61.4K +6,833 +2%
UBS Group
7
UBS Group
Switzerland
$2.28M +$172K +19,094 +9%
Ameriprise
8
Ameriprise
Minnesota
$1.89M +$165K +18,337 +10%
Bank of America
9
Bank of America
North Carolina
$1.25M +$213K +23,676 +22%
Truist Financial
10
Truist Financial
North Carolina
$1.19M -$20.4K -2,275 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.11M +$164K +18,201 +18%
WAM
12
Wolverine Asset Management
Illinois
$894K +$848K +94,344 New
RJA
13
Raymond James & Associates
Florida
$887K -$93.4K -10,397 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$747K +$8.91K +991 +1%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$685K +$10.7K +1,186 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$616K -$11.5K -1,284 -2%
CAN
17
Cetera Advisor Networks
California
$609K +$578K +64,270 New
GC
18
Guggenheim Capital
Illinois
$590K -$186K -20,650 -25%
LPL Financial
19
LPL Financial
California
$567K +$67.4K +7,499 +14%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$458K +$2.34K +260 +0.5%
ASFA
21
All Season Financial Advisors
Colorado
$374K +$40.8K +4,545 +13%
NCM
22
Northside Capital Management
Oregon
$230K – – –
GIA
23
Gladstone Institutional Advisory
Florida
$228K +$2.61K +290 +1%
BWA
24
BDO Wealth Advisors
Florida
$202K -$23.3K -2,592 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$201K +$14.6K +1,628 +8%
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