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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$99K +$111K +2,604 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$96K -$19.4K -458 -15%
VWM
303
Valley Wealth Managers
New Jersey
$88K +$97.9K +2,305 New
CWP
304
Concord Wealth Partners
Virginia
$86K +$4.59K +108 +5%
AR
305
Apeiron RIA
Texas
$85K -$5.31K -125 -0.6%
KFS
306
Kelly Financial Services
Massachusetts
$83.9K -$119K -2,808 -56%
NF
307
Norwood Financial
Pennsylvania
$71K -$5.1K -120 -6%
HI
308
Harbour Investments
Wisconsin
$61K +$67.6K +1,591 New
First Manhattan
309
First Manhattan
New York
$50K – – –
AA
310
AlphaMark Advisors
Kentucky
$47K – – –
CCM
311
Covington Capital Management
California
$44K – – –
AWM
312
Avior Wealth Management
Nebraska
$43K – – –
BWA
313
BDO Wealth Advisors
Florida
$43K – – –
TAM
314
Tucker Asset Management
Colorado
$40.1K -$12.7K -300 -22%
TF
315
TimeScale Financial
Massachusetts
$39K +$25.9K +610 +144%
BA
316
Bivin & Associates
Oklahoma
$35K – – –
TFGT
317
TS Financial Group (TSFG)
Illinois
$33K – – –
CA
318
Clearstead Advisors
Ohio
$30K +$30.8K +726 +1,452%
NFSG
319
Newbridge Financial Services Group
Florida
$29K +$85 +2 +0.3%
S
320
SignatureFD
Georgia
$27K – – –
AssetMark Inc
321
AssetMark Inc
California
$27K +$29.7K +700 New
SSB
322
Sandy Spring Bank
Maryland
$25K – – –
TIM
323
Tevis Investment Management
Texas
$21K -$142K -3,346 -86%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
FRA
325
Front Row Advisors
California
$17K – – –