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iShares US Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
126
Elm Advisors
California
$13K +$13.5K +200 New
GRP
127
Global Retirement Partners
California
$12K – – –
AssetMark Inc
128
AssetMark Inc
California
$11K – – –
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
1IA
130
1834 Investment Advisors
Wisconsin
$8K – – –
Deutsche Bank
131
Deutsche Bank
Germany
$8K – – –
First Manhattan
132
First Manhattan
New York
$8K – – –
TIM
133
Tortoise Investment Management
New York
$6K – – –
GI
134
Gradient Investments
Minnesota
$3K -$2.7K -40 -40%
CFA
135
Carroll Financial Associates
North Carolina
$3K – – –
VCM
136
Versant Capital Management
Arizona
$1K – – –
VF
137
Virtu Financial
New York
– -$1.47M -22,228 Closed
MGIA
138
Matthew Goff Investment Advisor
Texas
– -$959K -10,760 Closed
JMPWA
139
JP Morgan Private Wealth Advisors
California
– -$209K -3,172 Closed
MBT
140
Monroe Bank & Trust
Michigan
– -$127K -1,920 Closed
WIM
141
Westside Investment Management
California
– -$66.6K -1,002 Closed
AWA
142
Acorn Wealth Advisors
Michigan
– -$13K -196 Closed
MPPLM
143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$11K -162 Closed
CF
144
Centaurus Financial
California
– -$7K -100 Closed
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
– -$7K -100 Closed
SMFS
146
Squar Milner Financial Services
California
– -$4K -66 Closed
SEI Investments
147
SEI Investments
Pennsylvania
– -$4K -62 Closed
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
– +$270 +4 +200%