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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$301K -$11.3K -255 -4%
KG
127
Kilter Group
New York
$301K – – –
AP
128
Appleton Partners
Massachusetts
$296K – – –
MFA
129
Mayflower Financial Advisors
Massachusetts
$294K -$28.7K -650 -9%
SG
130
StoneX Group
New York
$287K +$281K +6,356 New
SFI
131
SPC Financial Inc
Maryland
$286K -$110K -2,482 -28%
GBT
132
Grove Bank & Trust
Florida
$278K – – –
SPC
133
Sigma Planning Corp
Michigan
$275K -$62.5K -1,415 -19%
EG
134
Ellerson Group
Maryland
$271K – – –
CCWM
135
Cassaday & Co Wealth Management
Virginia
$266K -$18.1K -410 -7%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$266K +$707 +16 +0.3%
AC
137
Allstate Corporation
Illinois
$265K -$259K -5,850 -50%
CAM
138
Cresset Asset Management
Illinois
$264K +$258K +5,833 New
DADC
139
D.A. Davidson & Co
Montana
$262K +$256K +5,785 New
MHR
140
Matthew Hamilton Rosenberg
$259K -$46K -1,042 -15%
MMPW
141
Mitchell McLeod Pugh & Williams
Alabama
$258K – – –
BCM
142
Brookstone Capital Management
Illinois
$257K -$2.48K -56 -1%
PA
143
Promethium Advisors
Maryland
$256K -$13.4K -303 -5%
CCA
144
Cora Capital Advisors
New Jersey
$249K – – –
NCM
145
Next Capital Management
New York
$249K – – –
KDA
146
Kraft Davis & Associates
Missouri
$249K – – –
SWM
147
Spire Wealth Management
Virginia
$245K -$2.83K -64 -1%
SHFA
148
SC&H Financial Advisors
Maryland
$241K -$14.1K -318 -6%
PHS
149
Pekin Hardy Strauss
Illinois
$241K +$2.21K +50 +0.9%
GAM
150
Gotham Asset Management
New York
$240K – – –
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