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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
126
Blue Trust Inc
Georgia
$409K -$155K -3,370 -26%
WANY
127
Wealthspire Advisors (New York)
New York
$404K -$198K -4,289 -33%
MA
128
MCF Advisors
Kentucky
$398K
FWCM
129
Ferguson Wellman Capital Management
Oregon
$395K
IAIM
130
International Assets Investment Management
Florida
$388K -$102K -2,209 -22%
I
131
INVST
Indiana
$388K -$29.3K -635 -7%
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$384K
William Blair & Company
133
William Blair & Company
Illinois
$381K
BFG
134
Bleakley Financial Group
New Jersey
$379K -$11.8K -256 -3%
SS
135
Simplicity Solutions
Minnesota
$379K -$11.8K -256 -3%
Prudential Financial
136
Prudential Financial
New Jersey
$374K +$364K +7,891 New
TPWA
137
TRUE Private Wealth Advisors
Oregon
$373K +$22.6K +489 +7%
SPC
138
Sigma Planning Corp
Michigan
$370K -$66.6K -1,443 -16%
SWM
139
Spire Wealth Management
Virginia
$367K -$229K -4,960 -39%
KPWS
140
Kestra Private Wealth Services
Texas
$360K +$15.3K +332 +5%
Franklin Resources
141
Franklin Resources
California
$356K +$346K +7,505 New
AWA
142
Arkadios Wealth Advisors
Georgia
$352K -$14.1K -306 -4%
Millennium Management
143
Millennium Management
New York
$350K +$340K +7,369 New
EP
144
Eudaimonia Partners
Tennessee
$348K -$36.1K -783 -10%
TI
145
Trexquant Investment
Connecticut
$347K -$161K -3,483 -32%
LCM
146
Lazari Capital Management
California
$345K
GAM
147
Griffin Asset Management
New York
$341K +$15.9K +345 +5%
LWM
148
Liberty Wealth Management
California
$340K -$44.7K -969 -12%
RWP
149
RWA Wealth Partners
Massachusetts
$337K
CFGS
150
Concourse Financial Group Securities
Alabama
$332K -$117K -2,539 -27%