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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$287K +$118K +2,414 +74%
William Blair & Company
77
William Blair & Company
Illinois
$277K
EFS
78
Essex Financial Services
Connecticut
$269K +$261K +5,325 New
AAS
79
Annex Advisory Services
Wisconsin
$264K -$71.1K -1,450 -22%
FA
80
FDx Advisors
Illinois
$264K +$28.4K +580 +12%
Truist Financial
81
Truist Financial
North Carolina
$258K
Brown Advisory
82
Brown Advisory
Maryland
$253K
DP
83
Dearborn Partners
Illinois
$235K +$9.27K +189 +4%
CS
84
Credit Suisse
Switzerland
$234K -$1.96M -39,881 -90%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$227K +$221K +4,500 New
G
86
GlobalBridge
Minnesota
$224K +$217K +4,427 New
FIM
87
Freedom Investment Management
Connecticut
$220K -$190K -3,884 -47%
KFS
88
KMS Financial Services
Washington
$213K -$46.5K -949 -18%
CIC
89
Carnegie Investment Counsel
Ohio
$209K +$203K +4,145 New
CCT
90
Chemung Canal Trust
New York
$200K +$195K +3,975 New
AP
91
Advisors Preferred
Maryland
$195K +$190K +3,879 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$173K -$28K -571 -14%
LWM
93
LBA Wealth Management
Florida
$166K +$161K +3,280 New
OIA
94
Optimum Investment Advisors
Illinois
$123K
PSUF
95
People's United Financial
Connecticut
$107K
MFS
96
MSI Financial Services
Massachusetts
$82K +$13.2K +270 +20%
NES
97
New England Securities
New York
$77K +$13.8K +281 +23%
FNBT
98
FineMark National Bank & Trust
Florida
$76K
DSC
99
Duncker Streett & Co
Missouri
$75K
SFSIG
100
San Francisco Sentry Investment Group
California
$73K +$57.4K +1,170 +433%