We are live on ! Find out more
IYE icon

iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
226
Cassady Schiller Wealth Management
Ohio
$83K
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$79K +$76.6K +1,660 New
NF
228
Norwood Financial
Pennsylvania
$77.8K
VWM
229
Valley Wealth Managers
New Jersey
$77.7K
CA
230
Clearstead Advisors
Ohio
$76.1K +$37K +802 +100%
NS
231
NBC Securities
Alabama
$76K +$74.2K +1,609 New
PWMG
232
Provence Wealth Management Group
California
$69.5K +$67.6K +1,466 New
CPG
233
Cornerstone Planning Group
New Jersey
$56.2K
TCOV
234
Trust Company of Vermont
Vermont
$55.5K +$54K +1,171 New
S
235
SignatureFD
Georgia
$52.2K
AF
236
Advisornet Financial
Minnesota
$52K
HI
237
Harbour Investments
Wisconsin
$51.7K
PAG
238
Paladin Advisory Group
Iowa
$48.6K -$4.71K -102 -9%
TAM
239
Tucker Asset Management
Colorado
$45.1K
TFGT
240
TS Financial Group (TSFG)
Illinois
$41K
CSC
241
Caldwell Sutter Capital
California
$37.9K
Citigroup
242
Citigroup
New York
$36.2K -$17.3K -375 -33%
NFSG
243
Newbridge Financial Services Group
Florida
$35.6K
FFA
244
Founders Financial Alliance
North Carolina
$35.2K
CWP
245
Concord Wealth Partners
Virginia
$33.4K
SSB
246
Sandy Spring Bank
Maryland
$31.2K
FFA
247
Farther Finance Advisors
California
$30.2K -$21.9K -475 -43%
AA
248
AlphaMark Advisors
Kentucky
$30K -$11.5K -250 -29%
GWM
249
Geneos Wealth Management
Colorado
$29.2K
LFA
250
LGT Financial Advisors
Texas
$24.7K -$2.21K -48 -8%