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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Concorde Asset Management
Michigan
$1.01M +$50.7K +1,820 +6%
KCA
127
Karn Couzens & Associates
Connecticut
$1.01M +$118K +4,238 +14%
T
128
TRUADVICE
Florida
$1.01M +$160K +5,751 +18%
NFG
129
Next Financial Group
Texas
$1.01M +$849K +30,493 +734%
CWS
130
Cypress Wealth Services
California
$970K +$928K +33,338 New
FCFC
131
First Citizens Financial Corp
Iowa
$965K +$31.7K +1,140 +4%
BIA
132
Biondo Investment Advisors
Pennsylvania
$936K +$139 +5 +0%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$916K +$54.4K +1,954 +7%
V
134
Veritable
Delaware
$865K -$78K -2,800 -9%
NNP
135
Nachman Norwood & Parrott
South Carolina
$860K -$142K -5,100 -15%
FWP
136
Firethorn Wealth Partners
Georgia
$853K +$86.7K +3,113 +12%
NF
137
Nikulski Financial
Iowa
$844K -$33.6K -1,208 -4%
HWA
138
Heartwood Wealth Advisors
Virginia
$829K +$201K +7,226 +34%
GC
139
Grimes & Company
Massachusetts
$824K -$25.9K -931 -3%
Citigroup
140
Citigroup
New York
$780K +$451K +16,194 +153%
TPWA
141
TRUE Private Wealth Advisors
Oregon
$723K +$153K +5,494 +28%
SWA
142
Stratos Wealth Advisors
Ohio
$715K +$684K +24,575 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$699K +$334K +11,976 +99%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$690K +$20.1K +723 +3%
SS
145
Sunbelt Securities
Texas
$666K +$705K +25,298 New
AAS
146
Avantax Advisory Services
Texas
$663K +$282K +10,114 +79%
PCH
147
PGIM Custom Harvest
New Jersey
$653K +$309K +11,113 +98%
WDL
148
Well Done LLC
Michigan
$651K – – –
IA
149
IFP Advisors
Florida
$642K +$132K +4,753 +28%
HNB
150
Huntington National Bank
Ohio
$635K – – –