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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$312K -$12.5K -360 -4%
CCT
77
Country Club Trust
Missouri
$300K -$104K -3,010 -26%
AFS
78
Access Financial Services
Minnesota
$295K
Mariner
79
Mariner
Kansas
$287K +$19.4K +559 +7%
MCM
80
Murphy Capital Management
New Jersey
$279K -$15.1K -435 -5%
Brown Advisory
81
Brown Advisory
Maryland
$277K -$4.34K -125 -2%
FAAS
82
First Allied Advisory Services
California
$276K +$11.2K +324 +4%
Lido Advisors
83
Lido Advisors
California
$274K +$35 +1 +0%
CPO
84
Cerity Partners OCIO
New York
$273K +$2.53K +73 +0.9%
DADC
85
D.A. Davidson & Co
Montana
$264K -$113K -3,241 -30%
FHA
86
Flagship Harbor Advisors
Massachusetts
$260K -$27.8K -800 -10%
TSS
87
Two Sigma Securities
New York
$259K +$59.9K +1,725 +30%
RWM
88
Reston Wealth Management
Virginia
$252K -$176K -5,062 -41%
Stifel Financial
89
Stifel Financial
Missouri
$243K -$98.3K -2,832 -28%
5L
90
55I LLC
Massachusetts
$241K +$244K +7,017 New
FTS
91
Fifth Third Securities
Ohio
$240K +$242K +6,985 New
William Blair & Company
92
William Blair & Company
Illinois
$230K +$35 +1 +0%
LNC
93
Lincoln National Corp
Pennsylvania
$225K -$10.6K -306 -4%
SIM
94
SSI Investment Management
California
$225K
Bank of New York Mellon
95
Bank of New York Mellon
New York
$221K -$131K -3,777 -37%
BAM
96
Belpointe Asset Management
Nevada
$209K +$211K +6,074 New
CG
97
Colony Group
Massachusetts
$207K
CC
98
Cassaday & Co
Virginia
$203K
SMFG
99
Sumitomo Mitsui Financial Group
Japan
$201K -$222K -6,398 -52%
CIA
100
CSat Investment Advisory
Michigan
$199K +$52.4K +1,508 +35%