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iShares Global Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$587K +$59.5K +1,496 +11%
MGWM
202
Marks Group Wealth Management
Minnesota
$585K +$595K +14,964 New
IA
203
IFP Advisors
Florida
$572K +$582K +14,634 New
CWM
204
Centurion Wealth Management
Virginia
$562K +$571K +14,371 New
PWMAG
205
Pinnacle Wealth Management Advisory Group
New Jersey
$561K +$13.9K +350 +3%
APW
206
Atlantic Private Wealth
North Carolina
$554K
CWM
207
Certus Wealth Management
California
$551K +$560K +14,100 New
FSA
208
Fort Sheridan Advisors
Illinois
$549K +$192K +4,835 +52%
AF
209
Advisornet Financial
Minnesota
$549K +$558K +14,031 New
MW
210
Maia Wealth
Colorado
$545K +$553K +13,923 New
AFM
211
Abbot Financial Management
Massachusetts
$537K +$546K +13,740 New
TWM
212
Tradition Wealth Management
Minnesota
$535K +$544K +13,681 New
WMA
213
Wealth Management Associates
New Jersey
$533K +$15.9K +400 +3%
MLA
214
My Legacy Advisors
Oregon
$519K +$55.5K +1,397 +11%
BWM
215
BlackDiamond Wealth Management
New York
$513K +$54.3K +1,366 +11%
Lido Advisors
216
Lido Advisors
California
$506K -$35.7K -899 -11%
CA
217
Centerpoint Advisors
Massachusetts
$500K -$954 -24 -0.2%
DFG
218
Delta Financial Group
New Jersey
$494K +$35.5K +893 +8%
FFS
219
Founders Financial Securities
Maryland
$492K +$8.43K +212 +2%
SWA
220
Stratos Wealth Advisors
Ohio
$483K +$491K +12,340 New
TC
221
TownSquare Capital
Utah
$477K +$485K +12,207 New
IA
222
IFG Advisory
Georgia
$477K +$196K +4,942 +68%
SFS
223
Sowell Financial Services
Arkansas
$473K +$481K +12,091 New
DI
224
DFPG Investments
Utah
$472K +$118K +2,977 +34%
CPC
225
Cookson Peirce & Co
Pennsylvania
$472K +$23.9K +601 +5%