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iShares Global Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
151
Forthright Family Wealth Advisory
Texas
$527K +$611K +12,262 New
ACP
152
Arcus Capital Partners
Georgia
$506K
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$498K +$106K +2,123 +33%
Truist Financial
154
Truist Financial
North Carolina
$485K +$18.3K +368 +5%
JFG
155
Jefferies Financial Group
New York
$482K
HA
156
Hyposwiss Advisors
$466K
BEAM
157
Baker Ellis Asset Management
Washington
$465K
FHC
158
First Heartland Consultants
Missouri
$461K +$1.79K +36 +0.5%
IWM
159
IHT Wealth Management
Illinois
$448K +$69.7K +1,400 +22%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$438K +$80.2K +1,610 +27%
AFP
161
Ausdal Financial Partners
Iowa
$424K -$14.1K -284 -4%
FWCM
162
Ferguson Wellman Capital Management
Oregon
$424K +$367K +7,364 New
MFIM
163
Mesirow Financial Investment Management
Illinois
$402K
WWM
164
Western Wealth Management
Colorado
$398K -$387K -7,761 -53%
AP
165
Advisors Preferred
Maryland
$397K +$344K +6,896 New
SI
166
Stephens Inc
Arkansas
$392K -$59.8K -1,200 -15%
IC
167
IEQ Capital
California
$391K
CA
168
CoreCap Advisors
Michigan
$387K -$55.7K -1,119 -14%
BWS
169
BFI Wealth Solutions
Texas
$367K
CL
170
Choreo LLC
Illinois
$367K -$24.4K -489 -7%
EWM
171
Elmwood Wealth Management
California
$357K +$309K +6,200 New
SA
172
Sovran Advisors
California
$354K -$22.2K -446 -7%
CCFM
173
Clear Creek Financial Management
Washington
$353K +$305K +6,121 New
APP
174
Avantax Planning Partners
Iowa
$346K +$32.5K +652 +12%
DT
175
Diversified Trust
Tennessee
$343K