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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
101
Grimes & Company
Massachusetts
$767K +$5.17K +210 +0.7%
PAG
102
Private Advisor Group
New Jersey
$757K +$336K +13,640 +90%
SWM
103
SigFig Wealth Management
California
$747K +$701K +28,476 New
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$743K -$19.8K -805 -3%
CA
105
Cetera Advisors
Colorado
$721K +$677K +27,502 New
FWP
106
Firethorn Wealth Partners
Georgia
$687K +$644K +26,194 New
TSS
107
Two Sigma Securities
New York
$625K +$286K +11,627 +95%
TRCT
108
Tower Research Capital (TRC)
New York
$624K +$585K +23,791 New
NA
109
Navellier & Associates
Nevada
$610K +$572K +23,269 New
JMPWA
110
JP Morgan Private Wealth Advisors
California
$603K -$40.5K -1,648 -7%
WDL
111
Well Done LLC
Michigan
$587K – – –
HWA
112
Heartwood Wealth Advisors
Virginia
$558K +$116K +4,708 +28%
BCP
113
Berkeley Capital Partners
Georgia
$554K +$519K +21,114 New
RSWM
114
Robertson Stephens Wealth Management
California
$549K +$515K +20,940 New
WA
115
Wealth Alliance
New York
$509K +$478K +19,414 New
TPWA
116
TRUE Private Wealth Advisors
Oregon
$508K +$211K +8,591 +80%
TFF
117
The Family Firm
Maryland
$478K -$97.3K -3,953 -18%
PPP
118
Private Portfolio Partners
New Jersey
$470K +$441K +17,920 New
HNB
119
Huntington National Bank
Ohio
$455K – – –
FPGK
120
Financial Partners Group (Kansas)
Kansas
$453K +$1.87K +76 +0.4%
IA
121
IFP Advisors
Florida
$445K +$291K +11,815 +218%
WIA
122
World Investment Advisors
California
$425K +$378K +15,360 New
QC
123
QCM Cayman
Texas
$385K +$361K +14,683 New
UCFA
124
United Capital Financial Advisors
Texas
$384K -$73.6K -2,993 -17%
JSL
125
JT Stratford LLC
Georgia
$372K -$1.14M -46,489 -77%
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