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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$273K +$944 +23 +0.3%
TCA
227
Transcend Capital Advisors
New Jersey
$270K -$145K -3,534 -34%
MYIA
228
Mount Yale Investment Advisors
Colorado
$267K -$433K -10,545 -61%
OFG
229
OmniStar Financial Group
North Carolina
$262K +$274K +6,682 New
AP
230
Appleton Partners
Massachusetts
$261K +$19.5K +475 +8%
KWS
231
Keystone Wealth Services
California
$257K -$721K -17,562 -73%
TPWA
232
TRUE Private Wealth Advisors
Oregon
$256K +$7.96K +194 +3%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$251K -$7.72K -188 -3%
APC
234
Aspire Private Capital
North Carolina
$249K -$31.4K -764 -11%
SHFA
235
SC&H Financial Advisors
Maryland
$248K +$1.19K +29 +0.5%
EL
236
Essex LLC
Illinois
$246K – – –
CIA
237
Capital Investment Advisors
Georgia
$245K – – –
WEG
238
World Equity Group
Illinois
$245K -$555K -13,517 -68%
APWA
239
Atlas Private Wealth Advisors
New Jersey
$244K – – –
JP Morgan Chase
240
JP Morgan Chase
New York
$243K -$585K -14,249 -70%
FTS
241
Fifth Third Securities
Ohio
$240K +$250K +6,100 New
SG
242
StoneX Group
New York
$238K -$142K -3,470 -37%
IDA
243
Intelligence Driven Advisers
California
$237K +$219K +5,324 New
SFP
244
Sweet Financial Partners
Minnesota
$236K – – –
SWM
245
Seaside Wealth Management
California
$230K -$21.2K -517 -10%
CC
246
Copperleaf Capital
North Carolina
$228K +$238K +5,797 New
MMPW
247
Mitchell McLeod Pugh & Williams
Alabama
$225K – – –
GFPC
248
Global Financial Private Client
Florida
$223K -$270K -6,575 -55%
ACP
249
Aveo Capital Partners
Colorado
$222K -$144K -3,512 -38%
GFP
250
Gryphon Financial Partners
Ohio
$220K – – –