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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
126
Davenport & Co
Virginia
$493K -$20.7K -458 -4%
JWCA
127
J.W. Cole Advisors
Florida
$492K +$509K +11,238 New
GBT
128
Grove Bank & Trust
Florida
$488K – – –
WS
129
Wedbush Securities
California
$478K +$54.6K +1,206 +12%
CWM
130
Chemistry Wealth Management
New York
$466K – – –
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$456K – – –
SPC
132
Sigma Planning Corp
Michigan
$455K -$113K -2,507 -19%
SXL
133
Summit X LLC
Missouri
$449K -$689K -15,229 -60%
MFG
134
Magnus Financial Group
New York
$449K +$44.6K +986 +11%
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$448K +$463K +10,229 New
NL
136
NWAM LLC
Washington
$447K -$1.18M -26,051 -72%
VVP
137
Venture Visionary Partners
Ohio
$440K +$455K +10,048 New
CCB
138
Country Club Bank
Missouri
$436K -$11.8K -260 -3%
AFG
139
Atomi Financial Group
New York
$435K +$450K +9,934 New
TLFA
140
True Link Financial Advisors
California
$413K -$14.6K -322 -3%
SB
141
Simmons Bank
Arkansas
$401K -$38.5K -850 -8%
LWM
142
Liberty Wealth Management
California
$399K +$413K +9,125 New
MC
143
Moors & Cabot
Massachusetts
$394K -$36.2K -799 -8%
RJT
144
Raymond James Trust
Florida
$393K +$9.32K +206 +2%
I
145
INVST
Indiana
$387K -$58.7K -1,298 -13%
NCM
146
Narwhal Capital Management
Georgia
$386K – – –
OWA
147
One Wealth Advisors
California
$378K -$229K -5,065 -37%
BFG
148
Bleakley Financial Group
New Jersey
$366K -$11.2K -248 -3%
SS
149
Simplicity Solutions
Minnesota
$366K +$379K +8,377 New
MA
150
MCF Advisors
Kentucky
$365K – – –
4 5
6
7 8