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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
251
Laurel Wealth Advisors (California)
California
$218K -$124K -3,028 -35%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$217K -$11K -269 -5%
NCM
253
Next Capital Management
New York
$216K – – –
FWP
254
FAS Wealth Partners
Kansas
$214K – – –
AL
255
Aspiriant LLC
California
$211K – – –
Fidelity Investments
256
Fidelity Investments
Massachusetts
$209K +$96.9K +2,359 +80%
CS
257
Credit Suisse
Switzerland
$207K +$216K +5,270 New
TWP
258
Tempus Wealth Planning
California
$204K +$213K +5,185 New
GWM
259
Greenwich Wealth Management
Connecticut
$204K +$213K +5,200 New
BAM
260
Belpointe Asset Management
Nevada
$202K +$19.3K +471 +10%
RIA
261
Realta Investment Advisors
Delaware
$195K -$13K -316 -6%
GRP
262
Global Retirement Partners
California
$194K -$175K -4,257 -51%
GWM
263
Geneos Wealth Management
Colorado
$191K +$40.9K +995 +26%
NIC
264
Northwest Investment Counselors
Oregon
$164K – – –
BCWM
265
Bartlett & Co Wealth Management
Ohio
$147K – – –
BC
266
Bartlett & Co
Ohio
$147K – – –
RCM
267
Raleigh Capital Management
North Carolina
$143K -$222K -5,411 -60%
US Bancorp
268
US Bancorp
Minnesota
$142K -$61.7K -1,502 -29%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$138K +$135K +3,279 +1,328%
LC
270
Lindbrook Capital
California
$125K – – –
BWM
271
Baystate Wealth Management
Massachusetts
$124K -$471K -11,481 -78%
IRC
272
Investors Research Corp
Georgia
$120K – – –
TSWM
273
Tyler-Stone Wealth Management
Ohio
$111K – – –
BAM
274
Bellevue Asset Management
Washington
$111K +$41 +1 +0%
WTC
275
WhitTier Trust Company
Nevada
$108K – – –