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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$492K +$509K +11,238 New
GBT
127
Grove Bank & Trust
Florida
$488K – – –
WS
128
Wedbush Securities
California
$478K +$54.6K +1,206 +12%
CWM
129
Chemistry Wealth Management
New York
$466K – – –
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$456K – – –
SPC
131
Sigma Planning Corp
Michigan
$455K -$113K -2,507 -19%
SXL
132
Summit X LLC
Missouri
$449K -$689K -15,229 -60%
MFG
133
Magnus Financial Group
New York
$449K +$44.6K +986 +11%
CCWA
134
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$448K +$463K +10,229 New
NL
135
NWAM LLC
Washington
$447K -$1.18M -26,051 -72%
VVP
136
Venture Visionary Partners
Ohio
$440K +$455K +10,048 New
CCB
137
Country Club Bank
Missouri
$436K -$11.8K -260 -3%
AFG
138
Atomi Financial Group
New York
$435K +$450K +9,934 New
TLFA
139
True Link Financial Advisors
California
$413K -$14.6K -322 -3%
SB
140
Simmons Bank
Arkansas
$401K -$38.5K -850 -8%
LWM
141
Liberty Wealth Management
California
$399K +$413K +9,125 New
MC
142
Moors & Cabot
Massachusetts
$394K -$36.2K -799 -8%
RJT
143
Raymond James Trust
Florida
$393K +$9.32K +206 +2%
I
144
INVST
Indiana
$387K -$58.7K -1,298 -13%
NCM
145
Narwhal Capital Management
Georgia
$386K – – –
OWA
146
One Wealth Advisors
California
$378K -$229K -5,065 -37%
BFG
147
Bleakley Financial Group
New Jersey
$366K -$11.2K -248 -3%
SS
148
Simplicity Solutions
Minnesota
$366K +$379K +8,377 New
MA
149
MCF Advisors
Kentucky
$365K – – –
FWCM
150
Ferguson Wellman Capital Management
Oregon
$364K +$160K +3,530 +74%
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6
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