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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$947K -$691K -14,777 -42%
HFA
127
High Falls Advisors
New York
$941K -$144K -3,089 -13%
GC
128
Grimes & Company
Massachusetts
$929K +$561 +12 +0.1%
HWA
129
Heartwood Wealth Advisors
Virginia
$926K -$223K -4,765 -19%
EH
130
Equitable Holdings
New York
$920K +$44.5K +952 +5%
GWM
131
Geneos Wealth Management
Colorado
$903K +$680K +14,557 +299%
PAMG
132
Patton Albertson Miller Group
Tennessee
$817K -$1.88M -40,128 -70%
TWM
133
Tradition Wealth Management
Minnesota
$812K -$63.5K -1,359 -7%
GCA
134
Genesee Capital Advisors
New York
$799K +$16.3K +348 +2%
WMP
135
Wealth Management Partners
Arizona
$798K +$46.7K +1,000 +6%
MBT
136
Montecito Bank & Trust
California
$792K -$133K -2,840 -14%
WMWM
137
Whitaker-Myers Wealth Managers
Ohio
$786K +$791K +16,916 New
FPGK
138
Financial Partners Group (Kansas)
Kansas
$760K -$83.7K -1,790 -10%
MSAM
139
Moloney Securities Asset Management
Missouri
$747K -$118K -2,533 -14%
BWP
140
Bernardo Wealth Planning
Pennsylvania
$746K -$113K -2,407 -13%
CG
141
Clifford Group
Massachusetts
$743K +$747K +15,972 New
MFG
142
Merit Financial Group
Georgia
$740K -$465K -9,948 -38%
TFF
143
The Family Firm
Maryland
$727K +$14.8K +317 +2%
WANY
144
Wealthspire Advisors (New York)
New York
$697K +$153K +3,268 +28%
IAIM
145
International Assets Investment Management
Florida
$696K -$12.4K -266 -2%
FFS
146
Founders Financial Securities
Maryland
$688K -$239K -5,108 -26%
WA
147
Wealth Alliance
New York
$680K -$70.7K -1,513 -9%
SL
148
SWMG LLC
Texas
$680K -$115K -2,455 -14%
HPC
149
Hobart Private Capital
North Carolina
$651K +$187 +4 +0%
WIA
150
World Investment Advisors
California
$639K -$71K -1,520 -10%
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