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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Cottonwood Capital Advisors
Utah
$978K -$14.7K -316 -2%
YIH
77
Y-Intercept (HK)
Hong Kong
$944K +$925K +19,874 New
PCM
78
Politan Capital Management
New York
$931K +$111K +2,390 +14%
KF
79
KKM Financial
Illinois
$916K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$883K -$52.6K -1,131 -6%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$877K -$31.7K -681 -4%
HWA
82
Heartwood Wealth Advisors
Virginia
$761K +$25.5K +547 +4%
IF
83
Ironwood Financial
Arizona
$732K +$324K +6,960 +82%
CSS
84
Cubist Systematic Strategies
Connecticut
$720K +$705K +15,154 New
NA
85
Navellier & Associates
Nevada
$715K +$700K +15,037 New
FFS
86
Founders Financial Securities
Maryland
$656K +$279 +6 +0%
BTI
87
Blue Trust Inc
Georgia
$650K -$12.9K -278 -2%
LWM
88
Liberty Wealth Management
California
$648K +$28.4K +609 +5%
GBT
89
Grove Bank & Trust
Florida
$647K +$347K +7,450 +121%
SEIA
90
Signature Estate & Investment Advisors
California
$627K -$12.1K -259 -2%
CV
91
Counterweight Ventures
North Carolina
$619K -$9.03K -194 -1%
AWA
92
Arkadios Wealth Advisors
Georgia
$609K +$7.4K +159 +1%
TWM
93
Tradition Wealth Management
Minnesota
$604K -$2.75K -59 -0.5%
SB
94
Strategic Blueprint
Georgia
$588K +$576K +12,369 New
AI
95
Atria Investments
North Carolina
$577K -$16.8K -361 -3%
FWIA
96
Fort Washington Investment Advisors
Ohio
$556K -$12.1K -260 -2%
Truist Financial
97
Truist Financial
North Carolina
$553K +$8.8K +189 +2%
DC
98
Davenport & Co
Virginia
$526K -$13K -280 -2%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$515K -$5.24M -112,558 -91%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$508K -$47 -1 -0%