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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
301
Charter Oak Capital Management
New Hampshire
$2K – – –
CA
302
Clearstead Advisors
Ohio
$1K -$484 -18 -26%
GTAM
303
Global Trust Asset Management
Florida
$1K – – –
HIA
304
Harbor Investment Advisory
Maryland
$1K +$1.29K +48 New
WIM
305
Westside Investment Management
California
$2 – – –
B
306
Barings
North Carolina
– -$19M -653,518 Closed
MSAM
307
Moloney Securities Asset Management
Missouri
– -$3.64M -125,123 Closed
FEM
308
Fulcrum Equity Management
Texas
– -$1.36M -46,733 Closed
TFA
309
Teamwork Financial Advisors
Texas
– -$1.28M -43,951 Closed
VAM
310
Verity Asset Management
North Carolina
– -$1.23M -42,405 Closed
ACM
311
AlphaStar Capital Management
North Carolina
– -$1.08M -40,414 Closed
TRCT
312
Tower Research Capital (TRC)
New York
– -$1.03M -35,534 Closed
NF
313
Nikulski Financial
Iowa
– -$844K -31,590 Closed
BCP
314
Berkeley Capital Partners
Georgia
– -$455K -15,655 Closed
CF
315
Centaurus Financial
California
– -$413K -14,198 Closed
SFS
316
Sowell Financial Services
Arkansas
– -$325K -11,165 Closed
RFM
317
Royal Fund Management
Florida
– -$273K -9,410 Closed
IFG
318
Independent Financial Group
California
– -$268K -9,208 Closed
VC
319
Veracity Capital
Georgia
– -$252K -8,678 Closed
1WM
320
1900 Wealth Management
Texas
– -$235K -8,071 Closed
EWA
321
Evolution Wealth Advisors
Florida
– -$232K -7,980 Closed
OFG
322
OmniStar Financial Group
North Carolina
– -$230K -7,939 Closed
FHC
323
First Heartland Consultants
Missouri
– -$229K -7,870 Closed
DAS
324
Dynamic Advisor Solutions
Arizona
– -$226K -7,776 Closed
FA
325
FDx Advisors
Illinois
– -$220K -7,568 Closed
10 11 12
13
14