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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
76
Sonata Capital Group
Washington
$299K +$315K +6,680 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$271K +$50.5K +1,072 +22%
CPO
78
Cerity Partners OCIO
New York
$264K -$38K -805 -12%
FHC
79
First Heartland Consultants
Missouri
$258K -$41.8K -887 -13%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$255K +$269K +5,700 New
EFS
81
Essex Financial Services
Connecticut
$239K – – –
EWA
82
EP Wealth Advisors
California
$237K +$249K +5,290 New
Truist Financial
83
Truist Financial
North Carolina
$227K – – –
HighTower Advisors
84
HighTower Advisors
Illinois
$227K +$238K +5,058 New
FIM
85
Freedom Investment Management
Connecticut
$222K -$127K -2,688 -35%
LWCFA
86
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
JPTCCM
87
J.P. Turner & Co Capital Management
Georgia
$221K +$232K +4,925 New
DP
88
Dearborn Partners
Illinois
$208K -$28K -593 -11%
William Blair & Company
89
William Blair & Company
Illinois
$208K – – –
BUB
90
BBVA USA Bancshares
Texas
$208K +$25.1K +532 +13%
OC
91
Oppenheimer & Co
New York
$204K +$214K +4,543 New
BOTW
92
Bank of the West
California
$201K +$211K +4,480 New
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$154K +$141 +3 +0.1%
PSUF
94
People's United Financial
Connecticut
$152K -$37.7K -800 -19%
NES
95
New England Securities
New York
$148K +$65.3K +1,384 +72%
AWM
96
Avior Wealth Management
Nebraska
$145K – – –
Citadel Advisors
97
Citadel Advisors
Florida
$139K -$296K -6,288 -67%
UFA
98
US Financial Advisors
Massachusetts
$137K +$144K +3,047 New
OIA
99
Optimum Investment Advisors
Illinois
$123K – – –
SSB
100
Sandy Spring Bank
Maryland
$115K -$63.7K -1,350 -35%