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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$232K +$191K +10,390 +945%
GBT
77
Grove Bank & Trust
Florida
$226K +$205K +11,158 New
MAFM
78
Mid Atlantic Financial Management
Pennsylvania
$226K +$205K +11,160 New
SB
79
Simmons Bank
Arkansas
$222K -$2.02K -110 -1%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$218K +$13.7K +746 +7%
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$217K +$197K +10,708 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$208K +$188K +10,266 New
CAN
83
Claraphi Advisory Network
United States
$202K -$16.4K -891 -8%
EWA
84
Evolution Wealth Advisors
Florida
$176K
MA
85
MCF Advisors
Kentucky
$169K -$215K -11,722 -58%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$160K +$65.7K +3,577 +101%
CFGS
87
Concourse Financial Group Securities
Alabama
$158K +$78.9K +4,296 +122%
LPIC
88
LeJeune Puetz Investment Counsel
Michigan
$144K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$143K -$57.4K -3,128 -31%
JP Morgan Chase
90
JP Morgan Chase
New York
$140K -$793K -43,200 -86%
BAM
91
Bellevue Asset Management
Washington
$138K -$31.5K -1,718 -22%
BAM
92
Belpointe Asset Management
Nevada
$135K -$10.2K -557 -8%
GWM
93
Geneos Wealth Management
Colorado
$133K +$3.54K +193 +3%
CWM
94
Cranbrook Wealth Management
Michigan
$123K
CC
95
Cassaday & Co
Virginia
$120K +$826 +45 +0.8%
ASN
96
Advisory Services Network
Georgia
$111K +$13.8K +751 +16%
Citigroup
97
Citigroup
New York
$111K +$83.7K +4,557 +501%
IA
98
IFP Advisors
Florida
$110K
FWP
99
FAS Wealth Partners
Kansas
$105K +$973 +53 +1%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$103K -$441 -24 -0.5%