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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BerganKDV Wealth Management
Minnesota
$11K – – –
CFB
302
Cullen/Frost Bankers
Texas
$11K +$10.9K +355 New
GI
303
Gradient Investments
Minnesota
$10K – – –
CWA
304
Clearview Wealth Advisors
Oregon
$10K +$92 +3 +1%
QT
305
Quantbot Technologies
New York
$10K +$11.1K +362 New
NSIM
306
North Star Investment Management
Illinois
$9K – – –
COCM
307
Charter Oak Capital Management
New Hampshire
$9K +$7.36K +239 +398%
CCM
308
Chilton Capital Management
Texas
$9K +$8.89K +289 New
JFA
309
JNBA Financial Advisors
Minnesota
$9K +$9.3K +302 New
AWM
310
Abound Wealth Management
Tennessee
$8.55K +$8.74K +284 New
DSC
311
Duncker Streett & Co
Missouri
$8K – – –
CFA
312
Carroll Financial Associates
North Carolina
$8K +$8.31K +270 New
WWMSC
313
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
CIAS
314
Capital Investment Advisory Services
North Carolina
$6K – – –
FMP
315
Financial Management Professionals
Texas
$6K – – –
GLLW
316
Graves Light Lenhart Wealth
Virginia
$6K – – –
JMF
317
Johnson Midwest Financial
Iowa
$6K +$31 +1 +0.5%
EIP
318
Ellis Investment Partners
Pennsylvania
$6K +$62 +2 +0.9%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42K – – –
TWC
320
TD Waterhouse Canada
Ontario, Canada
$5.18K +$4.99K +162 New
Simplex Trading
321
Simplex Trading
Illinois
$5K -$22.5K -730 -81%
IFAM
322
Institutional & Family Asset Management
Colorado
$5K – – –
SIC
323
Salem Investment Counselors
North Carolina
$5K – – –
TFS
324
TrustCore Financial Services
Tennessee
$5K – – –
BBPWM
325
Blue Bell Private Wealth Management
Pennsylvania
$5K +$893 +29 +19%