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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
KKM Financial
Illinois
$871K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$866K -$99.9K -2,260 -11%
PCM
78
Politan Capital Management
New York
$778K +$761K +17,209 New
TFF
79
The Family Firm
Maryland
$744K +$2.61K +59 +0.4%
HWA
80
Heartwood Wealth Advisors
Virginia
$700K +$1.86K +42 +0.3%
BTI
81
Blue Trust Inc
Georgia
$631K +$11.4K +259 +2%
FFS
82
Founders Financial Securities
Maryland
$624K -$20.1K -454 -3%
SEIA
83
Signature Estate & Investment Advisors
California
$608K +$85.6K +1,937 +17%
CV
84
Counterweight Ventures
North Carolina
$597K -$33.4K -755 -5%
LWM
85
Liberty Wealth Management
California
$589K +$576K +13,028 New
TWM
86
Tradition Wealth Management
Minnesota
$577K -$9.99K -226 -2%
AWA
87
Arkadios Wealth Advisors
Georgia
$572K +$44.4K +1,004 +9%
AI
88
Atria Investments
North Carolina
$565K +$51.8K +1,172 +10%
FWIA
89
Fort Washington Investment Advisors
Ohio
$541K
Truist Financial
90
Truist Financial
North Carolina
$518K -$634K -14,357 -56%
DC
91
Davenport & Co
Virginia
$513K -$10.6K -239 -2%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$498K +$487K +11,020 New
TPWA
93
TRUE Private Wealth Advisors
Oregon
$484K
CWM
94
Chemistry Wealth Management
New York
$482K
FPGK
95
Financial Partners Group (Kansas)
Kansas
$463K -$36.6K -828 -7%
YWM
96
Yukon Wealth Management
Kansas
$463K -$5.21K -118 -1%
AFG
97
Allegheny Financial Group
Pennsylvania
$457K +$265 +6 +0.1%
EAM
98
Empirical Asset Management
Massachusetts
$455K -$15.9K -360 -3%
KPWS
99
Kestra Private Wealth Services
Texas
$453K +$51.9K +1,175 +13%
GC
100
Grimes & Company
Massachusetts
$447K -$451K -10,205 -51%