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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
$14.9M -$238K -17,837 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$14.7M -$3.99M -299,330 -22%
COLIM
3
City of London Investment Management
United Kingdom
$6.04M -$8.93M -670,014 -60%
Wells Fargo
4
Wells Fargo
California
$5.73M -$23.4K -1,753 -0.4%
Invesco
5
Invesco
Georgia
$5.41M -$715K -53,630 -12%
Raymond James Financial
6
Raymond James Financial
Florida
$5.37M +$122K +9,191 +2%
UBS Group
7
UBS Group
Switzerland
$3.85M -$359K -26,909 -9%
AAM
8
Advisors Asset Management
Colorado
$3.68M +$162K +12,169 +5%
LPL Financial
9
LPL Financial
California
$2.54M +$34.7K +2,604 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.13M +$41.8K +3,137 +2%
Bank of America
11
Bank of America
North Carolina
$2.12M -$13.5K -1,016 -0.6%
Truist Financial
12
Truist Financial
North Carolina
$2.11M +$259K +19,417 +14%
CCMW
13
Cypress Capital Management (Wyoming)
Wyoming
$1.65M +$1.62M +121,593 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$965K -$170K -12,769 -15%
SIC
15
Samalin Investment Counsel
New York
$960K +$45.9K +3,442 +5%
AWM
16
Apollon Wealth Management
South Carolina
$949K -$57.6K -4,325 -6%
MWM
17
MGB Wealth Management
Texas
$849K +$432K +32,445 +100%
Osaic Holdings
18
Osaic Holdings
Arizona
$795K +$76.4K +5,737 +11%
WAM
19
WNY Asset Management
New York
$736K -$240K -18,000 -25%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$696K +$1.4K +105 +0.2%
ATS
21
Ashton Thomas Securities
New York
$583K – – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$573K -$67.1K -5,038 -11%
GC
23
Guggenheim Capital
Illinois
$498K -$191K -14,327 -28%
Creative Planning
24
Creative Planning
Kansas
$444K +$9.11K +684 +2%
AC
25
AlphaCore Capital
California
$437K +$429K +32,205 New
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