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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
CrossGen Wealth
North Carolina
$595K +$2.89K +51 +0.6%
CCA
127
Cadent Capital Advisors
Oklahoma
$584K +$512K +9,023 New
VCM
128
Vivaldi Capital Management
Illinois
$581K – – –
MWM
129
Meridian Wealth Management
Kentucky
$575K +$68.5K +1,207 +16%
NCM
130
Narwhal Capital Management
Georgia
$572K – – –
SB
131
Simmons Bank
Arkansas
$566K -$21.3K -375 -4%
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$566K +$495K +8,734 New
BCM
133
Brookstone Capital Management
Illinois
$547K +$66.8K +1,177 +16%
LAM
134
Lifestyle Asset Management
Texas
$541K +$474K +8,360 New
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$540K -$53.5K -943 -10%
MA
136
MCF Advisors
Kentucky
$540K – – –
UCFA
137
United Capital Financial Advisors
Texas
$537K – – –
KPWS
138
Kestra Private Wealth Services
Texas
$536K -$127K -2,231 -21%
EH
139
Equitable Holdings
New York
$532K +$71.5K +1,261 +13%
TPWA
140
TRUE Private Wealth Advisors
Oregon
$532K -$141K -2,494 -23%
YWM
141
Yukon Wealth Management
Kansas
$531K +$113 +2 +0%
IWC
142
Integrated Wealth Concepts
Massachusetts
$530K +$464K +8,188 New
CRC
143
Curi RMB Capital
Illinois
$528K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$526K +$89.1K +1,571 +24%
MFG
145
Magnus Financial Group
New York
$518K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$517K -$1.93K -34 -0.4%
SFS
147
Symphony Financial Services
Ohio
$514K +$28.5K +502 +7%
AC
148
AlphaCore Capital
California
$503K -$118K -2,087 -21%
AOWM
149
Asset One Wealth Management
Washington
$499K +$42.8K +754 +10%
GAM
150
Griffin Asset Management
New York
$498K -$3.86K -68 -0.9%