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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$404K -$198K -4,289 -33%
MA
127
MCF Advisors
Kentucky
$398K – – –
FWCM
128
Ferguson Wellman Capital Management
Oregon
$395K – – –
IAIM
129
International Assets Investment Management
Florida
$388K -$102K -2,209 -22%
I
130
INVST
Indiana
$388K -$29.3K -635 -7%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$384K – – –
William Blair & Company
132
William Blair & Company
Illinois
$381K – – –
BFG
133
Bleakley Financial Group
New Jersey
$379K -$11.8K -256 -3%
SS
134
Simplicity Solutions
Minnesota
$379K -$11.8K -256 -3%
Prudential Financial
135
Prudential Financial
New Jersey
$374K +$364K +7,891 New
TPWA
136
TRUE Private Wealth Advisors
Oregon
$373K +$22.6K +489 +7%
SPC
137
Sigma Planning Corp
Michigan
$370K -$66.6K -1,443 -16%
SWM
138
Spire Wealth Management
Virginia
$367K -$229K -4,960 -39%
KPWS
139
Kestra Private Wealth Services
Texas
$360K +$15.3K +332 +5%
Franklin Resources
140
Franklin Resources
California
$356K +$346K +7,505 New
AWA
141
Arkadios Wealth Advisors
Georgia
$352K -$14.1K -306 -4%
Millennium Management
142
Millennium Management
New York
$350K +$340K +7,369 New
EP
143
Eudaimonia Partners
Tennessee
$348K -$36.1K -783 -10%
TI
144
Trexquant Investment
Connecticut
$347K -$161K -3,483 -32%
LCM
145
Lazari Capital Management
California
$345K – – –
GAM
146
Griffin Asset Management
New York
$341K +$15.9K +345 +5%
LWM
147
Liberty Wealth Management
California
$340K -$44.7K -969 -12%
RWP
148
RWA Wealth Partners
Massachusetts
$337K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$332K -$117K -2,539 -27%
CWM
150
Certus Wealth Management
California
$329K -$7.43K -161 -2%