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iShares Global Energy ETF
IXC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$486K -$1.85M -45,282 -78%
IFS
152
Ifrah Financial Services
Arkansas
$486K -$18.4K -449 -3%
GWM
153
Geneos Wealth Management
Colorado
$481K +$2.58K +63 +0.5%
SA
154
Sovran Advisors
California
$475K +$484K +11,821 New
CFG
155
Citizens Financial Group
Rhode Island
$465K -$11.8K -288 -2%
FFS
156
Founders Financial Securities
Maryland
$455K -$11.4K -278 -2%
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$446K +$6.63K +162 +1%
KWM
158
Keebeck Wealth Management
Illinois
$442K -$12.4K -303 -3%
CA
159
Centerpoint Advisors
Massachusetts
$437K +$1.55K +38 +0.3%
WPW
160
Watershed Private Wealth
Illinois
$435K -$57.3K -1,400 -11%
CPP
161
Capasso Planning Partners
South Carolina
$428K -$527K -12,887 -54%
PWM
162
Partners Wealth Management
California
$427K +$457K +11,172 New
LIA
163
Lynx Investment Advisory
District of Columbia
$426K -$171K -4,187 -27%
CWM
164
Certus Wealth Management
California
$416K +$74K +1,807 +21%
MC
165
Moors & Cabot
Massachusetts
$413K +$24.4K +597 +6%
QPWM
166
Quadrant Private Wealth Management
Pennsylvania
$403K +$98.7K +2,411 +30%
LWM
167
Liberty Wealth Management
California
$393K -$254K -6,201 -38%
EHC
168
Everett Harris & Co
California
$382K – – –
IWP
169
Insight Wealth Partners
Texas
$381K -$103K -2,506 -20%
TCM
170
Triumph Capital Management
Colorado
$381K +$20.3K +496 +5%
MYIA
171
Mount Yale Investment Advisors
Colorado
$379K +$3.15K +77 +0.8%
1IA
172
1834 Investment Advisors
Wisconsin
$371K – – –
HGWM
173
Horst & Graben Wealth Management
Oregon
$367K -$74.8K -1,827 -16%
BBWP
174
Beacon Bridge Wealth Partners
Pennsylvania
$367K +$17.4K +425 +5%
OWA
175
One Wealth Advisors
California
$361K -$247K -6,045 -39%
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