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iShares Global Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
Carroll Financial Associates
North Carolina
$8K – – –
CAC
127
Certified Advisory Corp
Florida
$7K – – –
IWM
128
IHT Wealth Management
Illinois
$6K – – –
HNB
129
Huntington National Bank
Ohio
$5K – – –
SPIA
130
Steward Partners Investment Advisory
New York
$5K +$5.65K +161 New
APP
131
Avantax Planning Partners
Iowa
$4K +$3.89K +111 New
WDL
132
Well Done LLC
Michigan
$4K +$4.31K +123 New
BlackRock
133
BlackRock
New York
$3K +$1.51K +43 +123%
APA
134
American Portfolios Advisors
New York
$2.55K – – –
MWM
135
MinichMacGregor Wealth Management
New York
$2K – – –
PCIA
136
Prime Capital Investment Advisors
Kansas
$2K +$1.86K +53 New
SIS
137
Sound Income Strategies
Florida
$1K +$1.09K +31 New
DZ Bank
138
DZ Bank
Germany
$1K +$1.19K +34 New
AllianceBernstein
139
AllianceBernstein
Tennessee
– -$7.91M -222,454 Closed
CCM
140
Canal Capital Management
Virginia
– -$3.06M -85,960 Closed
KFGK
141
Keystone Financial Group (Kentucky)
Kentucky
– -$1.6M -59,881 Closed
ACM
142
Avalon Capital Management
California
– -$2.11M -59,430 Closed
WC
143
Wexford Capital
Florida
– -$953K -26,805 Closed
BCP
144
Blackhawk Capital Partners
Wisconsin
– -$782K -21,990 Closed
VWM
145
Venturi Wealth Management
Texas
– -$533K -15,000 Closed
Renaissance Technologies
146
Renaissance Technologies
New York
– -$307K -8,633 Closed
PAG
147
Private Advisor Group
New Jersey
– -$240K -6,563 Closed
QCMC
148
Quantum Capital Management (California)
California
– -$211K -5,927 Closed
RWA
149
Ropes Wealth Advisors
Massachusetts
– -$128K -3,589 Closed
FAAS
150
First Allied Advisory Services
California
– -$116K -3,257 Closed