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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$369K +$346K +14,049 New
DY
127
Dowling & Yahnke
California
$356K
AWE
128
Avidian Wealth Enterprises
Texas
$355K +$333K +13,530 New
WPWM
129
Windward Private Wealth Management
Kansas
$348K -$47.7K -1,937 -13%
MCM
130
Murphy Capital Management
New Jersey
$344K +$1.84K +75 +0.6%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$338K +$313K +12,740 +8,493%
Renaissance Technologies
132
Renaissance Technologies
New York
$338K +$317K +12,900 New
AFG
133
Allegheny Financial Group
Pennsylvania
$331K -$78.4K -3,187 -20%
SB
134
Simmons Bank
Arkansas
$330K +$41K +1,665 +15%
TCA
135
Transcend Capital Advisors
New Jersey
$329K +$311K +12,636 New
AAS
136
Avantax Advisory Services
Texas
$329K +$313K +12,738 New
FHA
137
First Horizon Advisors
Tennessee
$320K +$301K +12,231 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$317K +$123K +5,002 +71%
MSWMA
139
Market Street Wealth Management Advisors
Indiana
$307K +$288K +11,689 New
PCH
140
PGIM Custom Harvest
New Jersey
$298K +$279K +11,349 New
PCG
141
Private Capital Group
Connecticut
$296K +$278K +11,283 New
GBT
142
Grove Bank & Trust
Florida
$293K
HIM
143
Hanlon Investment Management
New Jersey
$290K +$272K +11,053 New
DC
144
Davenport & Co
Virginia
$286K +$269K +10,917 New
MC
145
Moors & Cabot
Massachusetts
$283K +$262K +10,654 New
Citigroup
146
Citigroup
New York
$278K +$127K +5,148 +94%
MFG
147
Magnus Financial Group
New York
$270K +$253K +10,290 New
CAN
148
Claraphi Advisory Network
United States
$257K -$4.92K -200 -2%
Millennium Management
149
Millennium Management
New York
$242K +$227K +9,238 New
RFM
150
Royal Fund Management
Florida
$232K +$218K +8,862 New