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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Apexium Financial
Texas
$253K -$90K -1,926 -26%
SWA
252
Stratos Wealth Advisors
Ohio
$252K -$120K -2,566 -32%
GFPC
253
Global Financial Private Client
Florida
$250K – – –
AL
254
Aspiriant LLC
California
$249K – – –
LWAC
255
Laurel Wealth Advisors (California)
California
$247K -$10.6K -227 -4%
GWM
256
Greenwich Wealth Management
Connecticut
$247K +$5.75K +123 +2%
BHWM
257
Bay Harbor Wealth Management
Maryland
$246K -$209K -4,475 -46%
CC
258
Copperleaf Capital
North Carolina
$243K -$26.3K -562 -10%
SG
259
StoneX Group
New York
$236K -$43.8K -937 -16%
BPA
260
Beacon Pointe Advisors
California
$236K +$237K +5,076 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$234K -$22.2K -475 -9%
FCBT
262
First Citizens Bank & Trust
North Carolina
$232K +$234K +5,000 New
FAM
263
Family Asset Management
South Carolina
$223K +$225K +4,804 New
FWCM
264
Ferguson Wellman Capital Management
Oregon
$223K +$224K +4,800 New
AWE
265
Avidian Wealth Enterprises
Texas
$222K +$223K +4,774 New
SWM
266
Seaside Wealth Management
California
$219K -$327 -7 -0.1%
GRP
267
Global Retirement Partners
California
$216K +$28.8K +616 +15%
VAS
268
Vestmark Advisory Solutions
Massachusetts
$214K +$215K +4,606 New
RIA
269
Realta Investment Advisors
Delaware
$213K -$17.2K -368 -7%
SCFS
270
S.C. Financial Services
Arizona
$213K +$214K +4,582 New
SWP
271
Stratos Wealth Partners
Ohio
$211K +$212K +4,535 New
BAM
272
Belpointe Asset Management
Nevada
$209K -$29.9K -640 -12%
HPM
273
Hoxton Planning & Management
West Virginia
$207K +$208K +4,442 New
NCM
274
NCM Capital Management
New Jersey
$206K +$207K +4,433 New
KOMWMG
275
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$204K +4,365 New
9 10
11
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