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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$240K +$46K +1,127 +25%
FWIA
102
Fort Washington Investment Advisors
Ohio
$239K -$20.4K -500 -8%
First Manhattan
103
First Manhattan
New York
$237K – – –
CF
104
Centaurus Financial
California
$237K +$231K +5,659 New
ALIONA
105
Allianz Life Insurance of North America
Minnesota
$226K +$220K +5,383 New
CCT
106
Country Club Trust
Missouri
$219K -$617K -15,096 -74%
HCIA
107
Hochman Cole Investment Advisors
Illinois
$219K +$213K +5,224 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$217K +$51K +1,247 +32%
DY
109
Dowling & Yahnke
California
$213K -$32.9K -805 -14%
NIC
110
Northwest Investment Counselors
Oregon
$213K +$208K +5,084 New
MHS
111
M Holdings Securities
Oregon
$212K +$207K +5,056 New
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$208K – – –
WS
113
Wedbush Securities
California
$201K +$195K +4,783 New
AF
114
Advisornet Financial
Minnesota
$196K -$5.03K -123 -3%
VFA
115
Valeo Financial Advisors
Indiana
$172K +$1.76K +43 +1%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$170K -$403K -9,874 -71%
VIA
117
Vantage Investment Advisors
Pennsylvania
$170K – – –
SMFS
118
Squar Milner Financial Services
California
$147K +$144K +3,513 New
CIA
119
CSat Investment Advisory
Michigan
$144K +$140K +3,424 New
APA
120
American Portfolios Advisors
New York
$122K – – –
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
SF
122
Synovus Financial
Georgia
$120K – – –
GFP
123
Gryphon Financial Partners
Ohio
$119K – – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$113K – – –
Citigroup
125
Citigroup
New York
$92K – – –