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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$213K +$17.6K +327 +10%
MCM
102
Murphy Capital Management
New Jersey
$210K +$200K +3,701 New
MG
103
MDE Group
New Jersey
$208K – – –
PP
104
Palladium Partners
Virginia
$204K – – –
SSB
105
Sandy Spring Bank
Maryland
$202K – – –
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$195K – – –
US Bancorp
107
US Bancorp
Minnesota
$193K +$4.04K +75 +2%
AWM
108
Avior Wealth Management
Nebraska
$183K – – –
LWM
109
LBA Wealth Management
Florida
$181K – – –
MFS
110
MSI Financial Services
Massachusetts
$169K +$65.1K +1,208 +68%
OIA
111
Optimum Investment Advisors
Illinois
$156K +$16.2K +300 +12%
WA
112
WFG Advisors
Texas
$121K -$16.6K -307 -13%
BIM
113
BlackRock Investment Management
Delaware
$92K +$87.7K +1,626 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$91K +$86.3K +1,600 New
SFSIG
115
San Francisco Sentry Investment Group
California
$88K -$1.62K -30 -2%
FNBT
116
FineMark National Bank & Trust
Florida
$85K – – –
DSC
117
Duncker Streett & Co
Missouri
$84K – – –
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$68K +$64.7K +1,200 New
BPBT
119
Boston Private Bank & Trust
Massachusetts
$58K – – –
CFA
120
Camarda Financial Advisors
Florida
$52K +$43.2K +802 +743%
CA
121
CapWealth Advisors
Tennessee
$46K – – –
JFA
122
JNBA Financial Advisors
Minnesota
$34K – – –
NSIM
123
North Star Investment Management
Illinois
$34K – – –
CG
124
Colony Group
Massachusetts
$32K -$1.13K -21 -4%
KIG
125
Kessler Investment Group
Indiana
$32K – – –