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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
301
MPWM Advisory Solutions
Georgia
$911 +$959 +20 New
AA
302
Ancora Advisors
Ohio
$729 -$9.2K -192 -92%
RWS
303
Retirement Wealth Solutions
Wisconsin
$683 +$719 +15 New
MWA
304
Medallion Wealth Advisors
Connecticut
$592 +$623 +13 New
BWL
305
Bogart Wealth LLC
Virginia
$547
FCMT
306
Founders Capital Management (Texas)
Texas
$429
OP
307
ORG Partners
Indiana
$26
IAIM
308
International Assets Investment Management
Florida
-$2.14K -99,260 Closed
CIBC World Market
309
CIBC World Market
Ontario, Canada
-$2.79M -60,120 Closed
FAM
310
Forte Asset Management
New York
-$1.72M -37,085 Closed
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
-$1.03M -22,153 Closed
Prudential Financial
312
Prudential Financial
New Jersey
-$710K -15,319 Closed
GAG
313
Goodman Advisory Group
Massachusetts
-$695K -15,002 Closed
CCWA
314
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$560K -12,080 Closed
WI
315
Wintrust Investments
Illinois
-$260K -5,619 Closed
PCA
316
Prosperity Capital Advisors
Ohio
-$206K -4,451 Closed
LF
317
Lantz Financial
Illinois
-$202K -4,367 Closed
RA
318
RFG Advisory
Alabama
-$202K -4,351 Closed
PMAM
319
Picton Mahoney Asset Management
Ontario, Canada
-$181K -3,900 Closed
IWA
320
Icon Wealth Advisors
Texas
-$121K -2,603 Closed
PS
321
Planned Solutions
California
-$55.4K -1,195 Closed
NS
322
NBC Securities
Alabama
-$49K -1,060 Closed
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
-$14.4K -310 Closed
CWC
324
Carolinas Wealth Consulting
North Carolina
-$8.08K -175 Closed
APC
325
Aspire Private Capital
North Carolina
-$2.85K -61 Closed