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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$441K -$24.3K -540 -6%
WS
127
Wedbush Securities
California
$440K -$17K -379 -4%
NCM
128
Narwhal Capital Management
Georgia
$436K
MC
129
Moors & Cabot
Massachusetts
$432K -$24.7K -550 -6%
BWP
130
Bernardo Wealth Planning
Pennsylvania
$428K -$64.9K -1,442 -14%
PAG
131
Private Advisory Group
Washington
$423K -$328K -7,287 -46%
CW
132
CreativeOne Wealth
Kansas
$422K +$119K +2,654 +45%
WANY
133
Wealthspire Advisors (New York)
New York
$415K -$3.73K -83 -1%
AWM
134
Apollon Wealth Management
South Carolina
$415K -$98.5K -2,189 -21%
FWCM
135
Ferguson Wellman Capital Management
Oregon
$414K -$6.07K -135 -2%
MA
136
MCF Advisors
Kentucky
$412K
MFA
137
Mayflower Financial Advisors
Massachusetts
$409K -$161K -3,577 -30%
TPWA
138
TRUE Private Wealth Advisors
Oregon
$405K +$15.4K +343 +4%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$395K
RA
140
RFG Advisory
Alabama
$392K +$1.8K +40 +0.5%
OWA
141
One Wealth Advisors
California
$392K -$276K -6,138 -44%
UCFA
142
United Capital Financial Advisors
Texas
$391K -$292K -6,492 -45%
ASN
143
Advisory Services Network
Georgia
$388K -$544K -12,093 -61%
CIA
144
Capital Investment Advisors
Georgia
$386K +$28.5K +633 +9%
MHR
145
Matthew Hamilton Rosenberg
$386K -$77.7K -1,727 -18%
AFG
146
Allegheny Financial Group
Pennsylvania
$383K -$178K -3,957 -34%
GCP
147
GSA Capital Partners
United Kingdom
$380K -$299K -6,656 -46%
Franklin Resources
148
Franklin Resources
California
$371K
BFG
149
Bleakley Financial Group
New Jersey
$365K -$32.5K -723 -9%
SW
150
Simplicity Wealth
New Jersey
$365K +$333K +7,395 New