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iShares US Oil Equipment & Services ETF
IEZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M +$17.2M +870,127 +165%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$19.2M -$890K -45,140 -5%
MML Investors Services
3
MML Investors Services
Massachusetts
$14.8M +$13.1M +664,479 +1,942%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.18M +$5.2M +263,741 +216%
Bank of America
5
Bank of America
North Carolina
$7.2M -$846K -42,913 -11%
Wells Fargo
6
Wells Fargo
California
$7.17M +$5.26M +266,894 +373%
Ameriprise
7
Ameriprise
Minnesota
$6.88M +$4.58M +232,266 +252%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.52M +$4.85M +245,887 +399%
WDL
9
Well Done LLC
Michigan
$3.94M +$3.66M +185,840 New
Stifel Financial
10
Stifel Financial
Missouri
$3.39M +$3.15M +159,968 New
IFG
11
Independent Financial Group
California
$3.34M +$88.1K +4,467 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.27M +$3.04M +154,241 New
VCAM
13
Van Cleef Asset Management
Ohio
$3.04M -$25.2K -1,280 -0.9%
UBS Group
14
UBS Group
Switzerland
$2.92M +$1.79M +90,964 +194%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.85M +$1.66M +84,296 +168%
Goldman Sachs
16
Goldman Sachs
New York
$2.61M +$696K +35,315 +40%
Citadel Advisors
17
Citadel Advisors
Florida
$2.61M +$1.12M +56,675 +86%
VC
18
Vicus Capital
Pennsylvania
$2.53M +$2.36M +119,442 New
Fidelity International
19
Fidelity International
Bermuda
$2.4M – – –
AWS
20
Atria Wealth Solutions
New York
$2.06M +$839K +42,540 +78%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.87M +$1.74M +88,138 New
CCA
22
Cottonwood Capital Advisors
Utah
$1.7M -$22.9K -1,161 -1%
MWM
23
MinichMacGregor Wealth Management
New York
$1.68M +$1.56M +79,253 New
RJA
24
Raymond James & Associates
Florida
$1.61M +$468K +23,744 +46%
CCG
25
Capital CS Group
California
$1.57M +$1.46M +73,890 New
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