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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
351
Global Trust Asset Management
Florida
$2K – – –
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$1.76K +43 New
PWS
353
Paragon Wealth Strategies
Florida
$2K +$1.81K +44 New
ADL
354
Asset Dedication LLC
California
$2K +$2.55K +62 New
TCWA
355
Ten Capital Wealth Advisors
Washington
$1K -$1.97K -48 -73%
MIM
356
Macroview Investment Management
Maryland
$1K – – –
VNA
357
Valley National Advisers
Pennsylvania
$1K – – –
SIS
358
Sound Income Strategies
Florida
$1K +$657 +16 New
BHWM
359
Beaird Harris Wealth Management
Texas
$1K +$739 +18 New
WIM
360
Westside Investment Management
California
$3 – – –
WF
361
Williams Financial
Vermont
– -$3.75M -98,312 Closed
HT
362
HighTower Trust
Texas
– -$10M -57,556 Closed
CIAS
363
CFS Investment Advisory Services
New Jersey
– -$2.05M -53,717 Closed
BFA
364
BMS Financial Advisors
South Dakota
– -$1.56M -51,760 Closed
CS
365
Comerica Securities
Michigan
– -$1.51M -39,582 Closed
NA
366
Navellier & Associates
Nevada
– -$1.5M -39,338 Closed
BOC
367
Bull Oak Capital
California
– -$1.49M -39,069 Closed
IWN
368
Independent Wealth Network
Iowa
– -$1.35M -35,325 Closed
LA
369
LVW Advisors
New York
– -$1.16M -30,317 Closed
BIM
370
Bullseye Investment Management
Ohio
– -$1.13M -29,602 Closed
UAS
371
United Asset Strategies
New York
– -$927K -24,313 Closed
VWM
372
Venturi Wealth Management
Texas
– -$563K -14,757 Closed
DADC
373
D.A. Davidson & Co
Montana
– -$495K -12,993 Closed
RSWM
374
Robertson Stephens Wealth Management
California
– -$481K -12,637 Closed
MIAN
375
Mariner Independent Advisor Network
Kansas
– -$455K -11,929 Closed
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15
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