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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
226
Montecito Bank & Trust
California
$241K +$211K +3,726 New
SWP
227
Stratos Wealth Partners
Ohio
$240K +$210K +3,711 New
FLP
228
Financial Life Planners
Arizona
$240K +$210K +3,710 New
MAMG
229
Milestone Asset Management Group
Connecticut
$240K +$210K +3,705 New
AL
230
Aspiriant LLC
California
$237K +$207K +3,654 New
CCFM
231
Clear Creek Financial Management
Washington
$234K +$205K +3,620 New
William Blair & Company
232
William Blair & Company
Illinois
$230K +$170 +3 +0.1%
SFC
233
Sprinkle Financial Consultants
Colorado
$227K +$198K +3,497 New
SC
234
Scotia Capital
Ontario, Canada
$222K +$194K +3,428 New
WDL
235
Well Done LLC
Michigan
$213K +$187K +3,290 New
FTS
236
Fifth Third Securities
Ohio
$210K +$184K +3,238 New
DA
237
Detalus Advisors
Missouri
$209K +$183K +3,232 New
AF
238
AGP Franklin
Tennessee
$204K +$178K +3,144 New
IRC
239
Investors Research Corp
Georgia
$198K – – –
CA
240
CoreCap Advisors
Michigan
$161K – – –
Q1WB
241
Quest 10 Wealth Builders
Virginia
$161K -$10.5K -185 -7%
IAIM
242
International Assets Investment Management
Florida
$150K +$62.3K +1,099 +85%
HI
243
Harbour Investments
Wisconsin
$148K +$61K +1,076 +89%
BAM
244
Bellevue Asset Management
Washington
$144K -$624 -11 -0.5%
AP
245
Advisors Preferred
Maryland
$130K +$114K +2,009 New
GSWM
246
Golden State Wealth Management
California
$129K +$13.5K +238 +14%
GJIA
247
Glass Jacobson Investment Advisors
Maryland
$123K – – –
MPCG
248
Matrix Private Capital Group
New York
$122K – – –
TPWA
249
Twin Peaks Wealth Advisors
California
$115K +$101K +1,778 New
PA
250
Parallel Advisors
California
$107K +$33.2K +586 +55%