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iShares US Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Synergy Asset Management
Washington
$345K +$126K +1,112 +60%
FFP
152
Forbes Financial Planning
Rhode Island
$340K +$8.41K +74 +3%
MC
153
Moors & Cabot
Massachusetts
$337K +$23.4K +206 +8%
CPSC
154
Carl P. Sherr & Co
Massachusetts
$336K
Lido Advisors
155
Lido Advisors
California
$336K +$1.02K +9 +0.3%
PCIA
156
Prime Capital Investment Advisors
Kansas
$335K -$4.89K -43 -1%
IWC
157
Integrated Wealth Concepts
Massachusetts
$324K +$317K +2,788 New
EWA
158
EP Wealth Advisors
California
$313K
LOWM
159
Laurel Oak Wealth Management
New Jersey
$310K -$9.66K -85 -3%
FMB
160
Field & Main Bank
Kentucky
$303K -$7.39K -65 -2%
RFM
161
Royal Fund Management
Florida
$303K -$36.3K -319 -11%
Brown Advisory
162
Brown Advisory
Maryland
$299K
GI
163
GAMCO Investors
Connecticut
$299K
CM
164
Cornerstone Management
Georgia
$297K
HT
165
Heritage Trust
Oklahoma
$297K
TCIIS
166
TIAA-CREF Individual & Institutional Services
New York
$296K +$290K +2,550 New
GA
167
Greenspring Advisors
Maryland
$296K -$4.32K -38 -1%
NSIM
168
North Star Investment Management
Illinois
$285K
WCG
169
Weaver Consulting Group
California
$284K +$114 +1 +0%
CCA
170
Childress Capital Advisors
Texas
$278K
Neuberger Berman Group
171
Neuberger Berman Group
New York
$278K
FPAS
172
Focus Partners Advisor Solutions
Missouri
$273K -$3.64K -32 -1%
VA
173
Valmark Advisers
Ohio
$264K +$1.02K +9 +0.4%
TA
174
TPG Advisors
Illinois
$261K
AQR Capital Management
175
AQR Capital Management
Connecticut
$257K