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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
126
Mayflower Financial Advisors
Massachusetts
$352K -$38K -797 -10%
RWP
127
RWA Wealth Partners
Massachusetts
$350K +$286 +6 +0.1%
AG
128
Ascent Group
Virginia
$349K +$338K +7,085 New
LCM
129
Lazari Capital Management
California
$343K – – –
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$334K -$21.4K -450 -6%
MHR
131
Matthew Hamilton Rosenberg
$334K -$45.1K -947 -12%
KG
132
Kilter Group
New York
$328K – – –
WPW
133
Watershed Private Wealth
Illinois
$324K -$6.05K -127 -2%
AP
134
Appleton Partners
Massachusetts
$322K – – –
SWP
135
ShoreHaven Wealth Partners
New Jersey
$315K -$480K -10,070 -61%
CCWM
136
Cassaday & Co Wealth Management
Virginia
$310K +$19.5K +410 +7%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$308K +$28.4K +595 +11%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$308K -$11.4M -239,279 -97%
GBT
139
Grove Bank & Trust
Florida
$304K – – –
EG
140
Ellerson Group
Maryland
$296K -$119K -2,500 -29%
PA
141
Promethium Advisors
Maryland
$294K +$285K +5,973 New
CPIG
142
Chicago Partners Investment Group
Illinois
$290K +$45.6K +956 +16%
DA
143
Detalus Advisors
Missouri
$290K -$438K -9,191 -61%
TSWM
144
Tyler-Stone Wealth Management
Ohio
$289K +$1.86K +39 +0.7%
Cerity Partners
145
Cerity Partners
New York
$289K -$254K -5,338 -48%
LCG
146
Lakeshore Capital Group
Illinois
$289K +$279K +5,853 New
CWS
147
Cypress Wealth Services
California
$285K -$174K -3,646 -39%
BCM
148
Brookstone Capital Management
Illinois
$283K -$3.91K -82 -1%
MMPW
149
Mitchell McLeod Pugh & Williams
Alabama
$282K – – –
GS
150
GWN Securities
Florida
$280K +$294K +6,158 New