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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
101
Market Street Wealth Management Advisors
Indiana
$541K -$23.5K -510 -4%
GBT
102
Grove Bank & Trust
Florida
$529K – – –
AFG
103
Allegheny Financial Group
Pennsylvania
$527K -$20.6K -446 -4%
MHR
104
Matthew Hamilton Rosenberg
$513K -$174K -3,772 -26%
BWP
105
Bernardo Wealth Planning
Pennsylvania
$510K -$26.2K -568 -5%
CWM
106
Chemistry Wealth Management
New York
$506K – – –
AWM
107
Apollon Wealth Management
South Carolina
$500K +$68.1K +1,476 +16%
DC
108
Davenport & Co
Virginia
$490K -$14.6K -317 -3%
AAS
109
Avantax Advisory Services
Texas
$485K -$378K -8,204 -45%
WS
110
Wedbush Securities
California
$481K -$51.4K -1,114 -10%
FTS
111
Fifth Third Securities
Ohio
$479K -$333K -7,219 -42%
MC
112
Moors & Cabot
Massachusetts
$478K +$35.6K +771 +8%
FTUS
113
Flow Traders U.S.
New York
$475K -$401K -8,704 -47%
CAG
114
Csenge Advisory Group
Florida
$467K +$76.7K +1,663 +20%
CCB
115
Country Club Bank
Missouri
$462K -$17.3K -376 -4%
MFG
116
Magnus Financial Group
New York
$461K +$2.44K +53 +0.5%
CA
117
CoreCap Advisors
Michigan
$451K -$757K -16,404 -63%
CWS
118
Cypress Wealth Services
California
$445K -$36.3K -786 -8%
NW
119
NewEdge Wealth
Pennsylvania
$436K +$424K +9,191 New
GCP
120
GSA Capital Partners
United Kingdom
$434K +$422K +9,148 New
SB
121
Simmons Bank
Arkansas
$433K -$1.71K -37 -0.4%
DE
122
Day & Ennis
Georgia
$430K -$91.4K -1,982 -18%
NCM
123
Narwhal Capital Management
Georgia
$419K – – –
HFW
124
Horizon Family Wealth
Illinois
$413K +$402K +8,707 New
BTI
125
Blue Trust Inc
Georgia
$409K -$155K -3,370 -26%
3 4
5
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