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iShares Global Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
226
Marks Group Wealth Management
Minnesota
$680K +$34.3K +866 +6%
IPAM
227
ICICI Prudential Asset Management
India
$677K +$624K +15,750 New
IA
228
IFG Advisory
Georgia
$671K +$136K +3,428 +28%
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$649K
Vontobel Holding
230
Vontobel Holding
Switzerland
$644K -$99.1K -2,502 -14%
DAS
231
Diversify Advisory Services
Utah
$639K +$585K +14,771 New
BBA
232
Braun-Bostich & Associates
Pennsylvania
$622K +$574K +14,485 New
CAG
233
Csenge Advisory Group
Florida
$618K +$154K +3,892 +37%
BFEC
234
Benjamin F. Edwards & Company
Missouri
$618K +$293K +7,399 +106%
RSWM
235
Robertson Stephens Wealth Management
California
$618K +$137K +3,471 +32%
TWM
236
Tradition Wealth Management
Minnesota
$615K +$25.5K +643 +5%
GWP
237
Gen-Wealth Partners
Michigan
$614K +$566K +14,296 New
FSA
238
Fort Sheridan Advisors
Illinois
$612K +$8.2K +207 +1%
APW
239
Atlantic Private Wealth
North Carolina
$608K
AFM
240
Abbot Financial Management
Massachusetts
$601K +$10.3K +260 +2%
WMA
241
Wealth Management Associates
New Jersey
$582K +$15.4K +390 +3%
BWM
242
BlackDiamond Wealth Management
New York
$579K +$4.36K +110 +0.8%
CA
243
Claro Advisors
Massachusetts
$578K +$533K +13,451 New
Cerity Partners
244
Cerity Partners
New York
$575K -$244K -6,161 -31%
FWP
245
Firethorn Wealth Partners
Georgia
$573K +$145K +3,663 +38%
MWS
246
Maxwell Wealth Strategies
California
$570K +$55.5K +1,400 +12%
IFS
247
Ifrah Financial Services
Arkansas
$566K +$46.3K +1,170 +10%
CWP
248
Cyndeo Wealth Partners
Florida
$560K +$101K +2,562 +24%
HPM
249
Hoxton Planning & Management
West Virginia
$555K +$128K +3,241 +33%
CA
250
Centerpoint Advisors
Massachusetts
$550K