We are live on ! Find out more
IYE icon

iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$102K – – –
WP
252
WealthShield Partners
North Carolina
$101K – – –
SWA
253
SOA Wealth Advisors
New York
$97.5K +$454 +8 +0.5%
CIAS
254
Capital Investment Advisory Services
North Carolina
$95.3K – – –
US Bancorp
255
US Bancorp
Minnesota
$94K -$42.6K -751 -34%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$90K +$39.1K +689 +98%
IA
257
IFP Advisors
Florida
$88.5K -$3.01K -53 -4%
AF
258
Allworth Financial
California
$86.7K +$227 +4 +0.3%
NEWAS
259
N.E.W. Advisory Services
Wisconsin
$82.6K +$6.41K +113 +10%
GWANC
260
Guardian Wealth Advisors (North Carolina)
North Carolina
$82.3K +$72K +1,270 New
UBS AM
261
UBS AM
Illinois
$76.6K +$67K +1,182 New
NWM
262
Nova Wealth Management
Florida
$74.2K +$65K +1,146 New
AEPWM
263
Atlantic Edge Private Wealth Management
Florida
$73.8K – – –
TCM
264
Triumph Capital Management
Colorado
$73.1K -$5.67K -100 -8%
GAA
265
Global Assets Advisory
Florida
$72.2K +$76.8K +1,354 New
S
266
SignatureFD
Georgia
$71.2K – – –
LFG
267
Larson Financial Group
Missouri
$70.2K +$170 +3 +0.3%
PAG
268
Paladin Advisory Group
Iowa
$66.4K – – –
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.8K – – –
BW
270
Bravera Wealth
North Dakota
$62.8K – – –
CA
271
Clearstead Advisors
Ohio
$55.8K +$227 +4 +0.5%
HWA
272
HHM Wealth Advisors
Tennessee
$55K – – –
NB
273
NBT Bank
New York
$54.3K +$44.9K +791 +1,648%
GWS
274
Greykasell Wealth Strategies
California
$44.8K – – –
AUB
275
Atlantic Union Bankshares
Virginia
$42.7K +$18.1K +320 +94%