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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
276
SouthState Corp
Florida
$5.67K – – –
EWA
277
EverSource Wealth Advisors
Alabama
$5.35K -$1.76K -37 -26%
CWP
278
Concord Wealth Partners
Virginia
$5.32K – – –
HNW
279
High Note Wealth
Minnesota
$4.98K – – –
CICI
280
Capital Investment Counsel Inc
North Carolina
$4.93K – – –
BA
281
Bellwether Advisors
Nebraska
$4.83K – – –
FGAM
282
Financial Gravity Asset Management
Texas
$4.78K +$4.62K +97 New
WIM
283
Westside Investment Management
California
$4.68K – – –
GEA
284
Glen Eagle Advisors
New Jersey
$4.44K – – –
MHIP
285
Mountain Hill Investment Partners
New Jersey
$4.33K +$48 +1 +1%
BLC
286
Brown, Lisle/Cummings
Rhode Island
$3.65K – – –
MDA
287
Minot DeBlois Advisors
Massachusetts
$3.55K – – –
LFA
288
LGT Financial Advisors
Texas
$3.3K -$20.6K -432 -87%
T
289
Transce3nd
Texas
$1.97K – – –
TRCT
290
Tower Research Capital (TRC)
New York
$1.23K -$59.3K -1,245 -98%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$991 – – –
PTC
292
Private Trust Company
Ohio
$986 -$5.1K -107 -84%
MAS
293
MPWM Advisory Solutions
Georgia
$986 – – –
RWS
294
Retirement Wealth Solutions
Wisconsin
$721 – – –
MWA
295
Medallion Wealth Advisors
Connecticut
$644 – – –
BWL
296
Bogart Wealth LLC
Virginia
$592 – – –
FCMT
297
Founders Capital Management (Texas)
Texas
$467 – – –
AA
298
Ancora Advisors
Ohio
$246 -$524 -11 -69%
KCM
299
KM Capital Management
Texas
– -$3.02M -66,210 Closed
DWM
300
Dynasty Wealth Management
Florida
– -$2.48M -54,471 Closed
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