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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Bartlett & Co
Ohio
$659K -$1.49M -42,549 -70%
B
52
Barings
North Carolina
$649K +$315K +9,000 +100%
CAGAS
53
Capital Advisory Group Advisory Services
Minnesota
$637K +$46.9K +1,340 +8%
SIA
54
Starfire Investment Advisers
Michigan
$632K -$5.14K -147 -0.8%
CIA
55
Capital Investment Advisors
Georgia
$591K -$3.33K -95 -0.6%
OWD
56
Osborn Williams & Donohoe
Ohio
$561K +$535K +15,296 New
PWP
57
Personal Wealth Partners
Minnesota
$531K -$922K -26,332 -81%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$486K -$105K -3,003 -18%
PAM
59
Palisade Asset Management
Minnesota
$485K -$84K -2,400 -15%
TFF
60
The Family Firm
Maryland
$460K +$106K +3,036 +31%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$456K -$37.5K -1,072 -8%
NNP
62
Nachman Norwood & Parrott
South Carolina
$450K -$36.6K -1,045 -8%
CAN
63
Claraphi Advisory Network
United States
$448K -$13.3K -380 -3%
DC
64
Davenport & Co
Virginia
$448K +$53.9K +1,541 +14%
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$441K -$65.4K -1,868 -13%
RWM
66
Reston Wealth Management
Virginia
$435K -$2.03K -58 -0.5%
CCT
67
Country Club Trust
Missouri
$423K -$296K -8,455 -42%
SWP
68
Stratos Wealth Partners
Ohio
$418K -$17.5K -500 -4%
PWLP
69
Prio Wealth Limited Partnership
Massachusetts
$397K
GPA
70
Guidance Point Advisors
Massachusetts
$395K +$2.83K +81 +0.7%
DADC
71
D.A. Davidson & Co
Montana
$393K +$420 +12 +0.1%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$379K -$253K -7,229 -41%
CA
73
Cetera Advisors
Colorado
$370K +$13.1K +373 +4%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$367K -$359K -10,271 -50%
ACP
75
Aveo Capital Partners
Colorado
$359K -$370K -10,568 -51%