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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
101
Montecito Bank & Trust
California
$640K +$30.3K +708 +5%
MHR
102
Matthew Hamilton Rosenberg
$625K -$721K -16,836 -54%
EH
103
Equitable Holdings
New York
$609K -$31.3K -730 -5%
PAMG
104
Patton Albertson Miller Group
Tennessee
$597K -$113K -2,636 -16%
TWM
105
Tradition Wealth Management
Minnesota
$586K -$10.7K -249 -2%
BTI
106
Blue Trust Inc
Georgia
$566K -$1.34M -31,373 -71%
WANY
107
Wealthspire Advisors (New York)
New York
$549K -$61.9K -1,445 -10%
SWM
108
Spire Wealth Management
Virginia
$544K -$59.8K -1,396 -10%
FWIA
109
Fort Washington Investment Advisors
Ohio
$534K – – –
SI
110
Stephens Inc
Arkansas
$529K – – –
SFS
111
Sowell Financial Services
Arkansas
$517K +$518K +12,088 New
CAGAS
112
Capital Advisory Group Advisory Services
Minnesota
$516K – – –
MSWMA
113
Market Street Wealth Management Advisors
Indiana
$510K -$35.5K -829 -7%
AFG
114
Allegheny Financial Group
Pennsylvania
$495K -$9.85K -230 -2%
BWP
115
Bernardo Wealth Planning
Pennsylvania
$485K -$26.3K -615 -5%
WS
116
Wedbush Securities
California
$482K +$13.7K +320 +3%
GBT
117
Grove Bank & Trust
Florida
$478K – – –
DE
118
Day & Ennis
Georgia
$473K -$466K -10,881 -50%
TI
119
Trexquant Investment
Connecticut
$463K +$123K +2,875 +36%
CWM
120
Chemistry Wealth Management
New York
$457K – – –
DC
121
Davenport & Co
Virginia
$456K -$26.5K -618 -5%
IAIM
122
International Assets Investment Management
Florida
$439K -$105K -2,459 -19%
CWS
123
Cypress Wealth Services
California
$438K -$147K -3,436 -25%
AFG
124
Atomi Financial Group
New York
$423K -$2.14K -50 -0.5%
CCB
125
Country Club Bank
Missouri
$423K -$4.8K -112 -1%
3 4
5
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