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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$88.4K -$22.9K -510 -22%
NF
227
Norwood Financial
Pennsylvania
$87.9K – – –
CSWM
228
Cassady Schiller Wealth Management
Ohio
$86.5K – – –
USGIU
229
U.S. Global Investors (USGI)
Texas
$84K +$76.5K +1,700 New
FFA
230
Farther Finance Advisors
California
$83.7K +$9.09K +202 +14%
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$82.9K +$75K +1,667 New
VWM
232
Valley Wealth Managers
New Jersey
$81K – – –
NB
233
NBT Bank
New York
$72.1K -$675 -15 -1%
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$65.3K – – –
NS
235
NBC Securities
Alabama
$63K -$5.62K -125 -9%
AEPWM
236
Atlantic Edge Private Wealth Management
Florida
$56.3K – – –
S
237
SignatureFD
Georgia
$54.3K – – –
IA
238
IFP Advisors
Florida
$53.5K +$495 +11 +1%
LFA
239
LGT Financial Advisors
Texas
$52.8K +$2.83K +63 +6%
PAG
240
Paladin Advisory Group
Iowa
$51K – – –
PA
241
Parallel Advisors
California
$47.3K -$27.3K -606 -39%
TAM
242
Tucker Asset Management
Colorado
$46.9K – – –
SIS
243
Sound Income Strategies
Florida
$41.6K – – –
CA
244
Clearstead Advisors
Ohio
$40.1K +$180 +4 +0.5%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$38.7K +$22.5K +501 +177%
FGAM
246
Financial Gravity Asset Management
Texas
$37.9K – – –
FFA
247
Founders Financial Alliance
North Carolina
$36.7K – – –
CSC
248
Caldwell Sutter Capital
California
$36.6K – – –
HI
249
Harbour Investments
Wisconsin
$35.6K -$17.9K -397 -36%
CPG
250
Cornerstone Planning Group
New Jersey
$34.7K -$1.84K -41 -5%