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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
226
MAI Capital Management
Ohio
$40.9K +$48 +1 +0.1%
CPG
227
Cornerstone Planning Group
New Jersey
$40.6K +$38.9K +816 +633%
FMP
228
Financial Management Professionals
Texas
$40.6K – – –
GCM
229
GKV Capital Management
California
$37.7K – – –
AG
230
AmeriFlex Group
Nevada
$36.9K – – –
CSC
231
Caldwell Sutter Capital
California
$36.5K – – –
FIM
232
FWL Investment Management
Texas
$34.8K -$16.7K -350 -33%
GT
233
Glenmede Trust
Pennsylvania
$32K +$31K +650 New
KFI
234
Key Financial Inc
Pennsylvania
$29.6K – – –
CAWM
235
Capital A Wealth Management
Pennsylvania
$28.2K +$953 +20 +4%
CI
236
CX Institutional
Indiana
$27K +$26.1K +547 New
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.6K +$143 +3 +0.6%
IHWM
238
Iron Horse Wealth Management
Iowa
$26.3K +$25.4K +533 New
WF
239
Wayfinding Financial
Washington
$26K +$25.4K +532 New
CCM
240
Coldstream Capital Management
Washington
$25.2K +$24.3K +510 New
FFA
241
Founders Financial Alliance
North Carolina
$24.6K – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$24.6K +$23.8K +500 New
LI
243
LRI Investments
Florida
$23.7K – – –
RA
244
Rise Advisors
New York
$23K +$22.3K +467 New
PFM
245
Phillips Financial Management
Indiana
$22.5K – – –
WSFS
246
Wilmington Savings Fund Society
Delaware
$22.5K – – –
FRA
247
Front Row Advisors
California
$22.2K – – –
AAP
248
Arax Advisory Partners
Colorado
$21.8K +$21.1K +442 New
WT
249
Whittier Trust
California
$21.4K – – –
RFA
250
Register Financial Advisors
Georgia
$21K +$20.3K +425 New
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