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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Concorde Asset Management
Michigan
$848K -$128K -4,778 -14%
V
127
Veritable
Delaware
$841K
NFG
128
Next Financial Group
Texas
$840K -$132K -4,929 -14%
KNW
129
Kesler Norman & Wride
Utah
$809K -$3.25M -120,806 -81%
PFS
130
Prospera Financial Services
Texas
$802K -$4.55M -169,447 -86%
GC
131
Grimes & Company
Massachusetts
$800K
OPS
132
Orion Portfolio Solutions
Nebraska
$792K +$538K +20,005 +249%
SWA
133
Stratos Wealth Advisors
Ohio
$791K +$92.1K +3,428 +14%
VWM
134
Venturi Wealth Management
Texas
$779K -$279K -10,370 -27%
HWA
135
Heartwood Wealth Advisors
Virginia
$779K -$25.3K -943 -3%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$758K +$83.4K +3,104 +13%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$755K -$128K -4,779 -15%
TPWA
138
TRUE Private Wealth Advisors
Oregon
$751K +$46.4K +1,728 +7%
TSS
139
Two Sigma Securities
New York
$735K +$170K +6,332 +32%
SS
140
Sunbelt Securities
Texas
$666K
RSWM
141
Robertson Stephens Wealth Management
California
$636K -$464K -17,265 -43%
WDL
142
Well Done LLC
Michigan
$633K
MFW
143
Meristem Family Wealth
Minnesota
$619K +$91.4K +3,400 +18%
HNB
144
Huntington National Bank
Ohio
$613K
Citigroup
145
Citigroup
New York
$601K -$149K -5,540 -21%
Northern Trust
146
Northern Trust
Illinois
$601K +$571K +21,267 New
TFF
147
The Family Firm
Maryland
$588K +$4.11K +153 +0.8%
DC
148
Davenport & Co
Virginia
$584K +$88.4K +3,291 +19%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$583K -$4.92M -183,281 -90%
FHA
150
First Horizon Advisors
Tennessee
$578K -$5.08K -189 -0.9%