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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$373K -$65.9K -1,415 -15%
MWM
127
Meridian Wealth Management
Kentucky
$365K +$6.42K +138 +2%
CIA
128
Capital Investment Advisors
Georgia
$362K +$11.8K +254 +3%
AP
129
Appleton Partners
Massachusetts
$354K +$41.9K +900 +14%
BWP
130
Bernardo Wealth Planning
Pennsylvania
$353K -$1.07K -23 -0.3%
WANY
131
Wealthspire Advisors (New York)
New York
$349K -$12.5K -268 -4%
MCA
132
Millennium Capital Advisors
Arkansas
$348K -$34.7K -746 -9%
MFA
133
Mayflower Financial Advisors
Massachusetts
$345K +$35.7K +766 +12%
AWM
134
AE Wealth Management
Kansas
$339K +$144K +3,094 +77%
RWP
135
RWA Wealth Partners
Massachusetts
$337K – – –
LCG
136
Lakeshore Capital Group
Illinois
$331K +$186 +4 +0.1%
LCM
137
Lazari Capital Management
California
$330K – – –
CAM
138
Cresset Asset Management
Illinois
$323K +$44.8K +962 +16%
SFS
139
Symphony Financial Services
Ohio
$320K +$313K +6,725 New
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$317K -$4.66K -100 -1%
KG
141
Kilter Group
New York
$316K -$47 -1 -0%
EL
142
EQ LLC
Washington
$305K -$21.6K -463 -7%
CPIG
143
Chicago Partners Investment Group
Illinois
$299K -$5.17K -111 -2%
SFI
144
SPC Financial Inc
Maryland
$291K -$9.36K -201 -3%
AWM
145
Apollon Wealth Management
South Carolina
$286K -$31.5K -676 -10%
BCM
146
Brookstone Capital Management
Illinois
$281K +$10.8K +231 +4%
SWM
147
Spire Wealth Management
Virginia
$281K +$22.9K +491 +9%
CCWM
148
Cassaday & Co Wealth Management
Virginia
$280K – – –
SPC
149
Sigma Planning Corp
Michigan
$277K -$11.7K -251 -4%
FCBT
150
First Citizens Bank & Trust
North Carolina
$276K +$37.2K +800 +16%
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