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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$7K -$10.9K -442 -61%
TFGT
227
TS Financial Group (TSFG)
Illinois
$7K – – –
WWMSC
228
Wagner Wealth Management (South Carolina)
South Carolina
$6K – – –
CIAS
229
Capital Investment Advisory Services
North Carolina
$6K +$5.29K +215 New
AWM
230
Aberdeen Wealth Management
Illinois
$5K – – –
EIP
231
Ellis Investment Partners
Pennsylvania
$5K – – –
FMP
232
Financial Management Professionals
Texas
$5K – – –
JMF
233
Johnson Midwest Financial
Iowa
$5K +$25 +1 +0.5%
MWM
234
Mascoma Wealth Management
New Hampshire
$5K +$4.28K +174 New
QCG
235
Quadrant Capital Group
Ohio
$5K +$4.65K +189 New
GLLW
236
Graves Light Lenhart Wealth
Virginia
$5K +$4.75K +193 New
GEA
237
Glen Eagle Advisors
New Jersey
$4.46K – – –
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
OC
239
Oakworth Capital
Alabama
$4K – – –
SIC
240
Salem Investment Counselors
North Carolina
$4K – – –
BMD
241
Better Money Decisions
New Mexico
$4K +$3.32K +135 New
BCA
242
Bray Capital Advisors
Florida
$3K – – –
CICI
243
Capital Investment Counsel Inc
North Carolina
$3K – – –
PA
244
Parallel Advisors
California
$3K – – –
SC
245
SouthState Corp
Florida
$3K – – –
VCM
246
Versant Capital Management
Arizona
$3K – – –
SCA
247
Stonebridge Capital Advisors
Minnesota
$3K +$2.46K +100 New
AWG
248
Altus Wealth Group
Colorado
$2K – – –
AW
249
Avion Wealth
Texas
$2K – – –
COCM
250
Charter Oak Capital Management
New Hampshire
$2K – – –
8 9
10
11 12