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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$365K +$47 +1 +0%
SS
127
Sunbelt Securities
Texas
$362K -$94.1K -1,989 -21%
SFS
128
Symphony Financial Services
Ohio
$353K +$33.2K +702 +10%
BWP
129
Bernardo Wealth Planning
Pennsylvania
$349K -$3.88K -82 -1%
CIA
130
Capital Investment Advisors
Georgia
$348K -$13.5K -286 -4%
BCM
131
Brookstone Capital Management
Illinois
$346K +$63.9K +1,350 +23%
WANY
132
Wealthspire Advisors (New York)
New York
$345K -$4.07K -86 -1%
MFA
133
Mayflower Financial Advisors
Massachusetts
$345K -$189 -4 -0.1%
AWM
134
AE Wealth Management
Kansas
$340K +$899 +19 +0.3%
RWP
135
RWA Wealth Partners
Massachusetts
$337K
GIA
136
Gladstone Institutional Advisory
Florida
$333K +$73.8K +1,559 +29%
CWM
137
Chemistry Wealth Management
New York
$332K -$174K -3,682 -35%
LCM
138
Lazari Capital Management
California
$330K
CC
139
Clearwave Capital
California
$329K +$328K +6,924 New
LCG
140
Lakeshore Capital Group
Illinois
$329K -$2.04K -43 -0.6%
MCA
141
Millennium Capital Advisors
Arkansas
$325K -$23.5K -497 -7%
CAM
142
Cresset Asset Management
Illinois
$323K +$142 +3 +0%
MMPW
143
Mitchell McLeod Pugh & Williams
Alabama
$321K
KG
144
Kilter Group
New York
$316K
FTUS
145
Flow Traders U.S.
New York
$315K +$314K +6,635 New
AAS
146
Ameritas Advisory Services
Nebraska
$314K -$124K -2,628 -28%
CPIG
147
Chicago Partners Investment Group
Illinois
$312K -$20.2K -426 -7%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$311K +$53.7K +1,135 +21%
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$311K -$5.92K -125 -2%
PHS
150
Pekin Hardy Strauss
Illinois
$310K +$56.8K +1,200 +23%