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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
226
Picton Mahoney Asset Management
Ontario, Canada
$79K +$76.6K +1,660 New
NF
227
Norwood Financial
Pennsylvania
$77.8K – – –
VWM
228
Valley Wealth Managers
New Jersey
$77.7K – – –
NS
229
NBC Securities
Alabama
$76K +$74.2K +1,609 New
PWMG
230
Provence Wealth Management Group
California
$69.5K +$67.6K +1,466 New
CPG
231
Cornerstone Planning Group
New Jersey
$56.2K – – –
TCOV
232
Trust Company of Vermont
Vermont
$55.5K +$54K +1,171 New
S
233
SignatureFD
Georgia
$52.2K – – –
AF
234
Advisornet Financial
Minnesota
$52K – – –
HI
235
Harbour Investments
Wisconsin
$51.7K – – –
PAG
236
Paladin Advisory Group
Iowa
$48.6K -$4.71K -102 -9%
TAM
237
Tucker Asset Management
Colorado
$45.1K – – –
TFGT
238
TS Financial Group (TSFG)
Illinois
$41K – – –
CA
239
Clearstead Advisors
Ohio
$38.1K – – –
CSC
240
Caldwell Sutter Capital
California
$37.9K – – –
Citigroup
241
Citigroup
New York
$36.2K -$17.3K -375 -33%
NFSG
242
Newbridge Financial Services Group
Florida
$35.6K – – –
FFA
243
Founders Financial Alliance
North Carolina
$35.2K – – –
CWP
244
Concord Wealth Partners
Virginia
$33.4K – – –
SSB
245
Sandy Spring Bank
Maryland
$31.2K – – –
FFA
246
Farther Finance Advisors
California
$30.2K -$21.9K -475 -43%
AA
247
AlphaMark Advisors
Kentucky
$30K -$11.5K -250 -29%
GWM
248
Geneos Wealth Management
Colorado
$29.2K – – –
LFA
249
LGT Financial Advisors
Texas
$24.7K -$2.21K -48 -8%
PFM
250
Phillips Financial Management
Indiana
$21.7K – – –