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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$271K +$50.5K +1,072 +22%
CPO
77
Cerity Partners OCIO
New York
$264K -$38K -805 -12%
FHC
78
First Heartland Consultants
Missouri
$258K -$41.8K -887 -13%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$255K +$269K +5,700 New
EFS
80
Essex Financial Services
Connecticut
$239K
EWA
81
EP Wealth Advisors
California
$237K +$249K +5,290 New
Truist Financial
82
Truist Financial
North Carolina
$227K
HighTower Advisors
83
HighTower Advisors
Illinois
$227K +$238K +5,058 New
FIM
84
Freedom Investment Management
Connecticut
$222K -$127K -2,688 -35%
LWCFA
85
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K
JPTCCM
86
J.P. Turner & Co Capital Management
Georgia
$221K +$232K +4,925 New
DP
87
Dearborn Partners
Illinois
$208K -$28K -593 -11%
William Blair & Company
88
William Blair & Company
Illinois
$208K
BUB
89
BBVA USA Bancshares
Texas
$208K +$25.1K +532 +13%
OC
90
Oppenheimer & Co
New York
$204K +$214K +4,543 New
BOTW
91
Bank of the West
California
$201K +$211K +4,480 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$154K +$141 +3 +0.1%
PSUF
93
People's United Financial
Connecticut
$152K -$37.7K -800 -19%
NES
94
New England Securities
New York
$148K +$65.3K +1,384 +72%
AWM
95
Avior Wealth Management
Nebraska
$145K
Citadel Advisors
96
Citadel Advisors
Florida
$139K -$296K -6,288 -67%
UFA
97
US Financial Advisors
Massachusetts
$137K +$144K +3,047 New
OIA
98
Optimum Investment Advisors
Illinois
$123K
SSB
99
Sandy Spring Bank
Maryland
$115K -$63.7K -1,350 -35%
BPBT
100
Boston Private Bank & Trust
Massachusetts
$112K +$70.7K +1,500 +148%