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iShares Global Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
ShoreHaven Wealth Partners
New Jersey
$467K -$14.5K -353 -3%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$466K -$17.4K -424 -4%
Wellington Management Group
153
Wellington Management Group
Massachusetts
$465K -$10.4M -253,342 -96%
HGWM
154
Horst & Graben Wealth Management
Oregon
$463K -$259K -6,311 -36%
CA
155
Centerpoint Advisors
Massachusetts
$462K
TSS
156
Two Sigma Securities
New York
$461K +$218K +5,305 +87%
MA
157
Mutual Advisors
Nebraska
$446K -$47.6K -1,160 -10%
MC
158
Moors & Cabot
Massachusetts
$414K -$31.7K -773 -7%
Truist Financial
159
Truist Financial
North Carolina
$407K +$9.11K +222 +2%
EHC
160
Everett Harris & Co
California
$405K
MYIA
161
Mount Yale Investment Advisors
Colorado
$399K +$34.3K +835 +9%
CWS
162
Cypress Wealth Services
California
$394K -$96K -2,341 -19%
1IA
163
1834 Investment Advisors
Wisconsin
$393K
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$386K
TCM
165
Triumph Capital Management
Colorado
$384K +$389K +9,481 New
KV
166
Kickstand Ventures
New York
$383K -$372K -9,069 -49%
KWS
167
Keystone Wealth Services
California
$381K +$4.18K +102 +1%
CW
168
CreativeOne Wealth
Kansas
$378K -$86.5K -2,108 -18%
BJL
169
Brighton Jones LLC
Washington
$378K -$1.35K -33 -0.4%
S
170
Sunpointe
Missouri
$375K
BBWP
171
Beacon Bridge Wealth Partners
Pennsylvania
$372K -$973K -23,711 -72%
SI
172
Stephens Inc
Arkansas
$364K -$32.8K -800 -8%
C1AG
173
Client 1st Advisory Group
Florida
$350K +$94.7K +2,308 +36%
SAM
174
Secure Asset Management
Michigan
$348K -$41 -1 -0%
CWM
175
Certus Wealth Management
California
$345K +$31.1K +758 +10%