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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
Gradient Investments
Minnesota
$5K – – –
VCM
152
Versant Capital Management
Arizona
$4K -$2.58K -70 -38%
PA
153
Parallel Advisors
California
$4K – – –
FFW
154
Fusion Family Wealth
New York
$3K – – –
OIA
155
OneDigital Investment Advisors
Kansas
$3K +$3.5K +95 New
FWM
156
Focused Wealth Management
New York
$1K – – –
IWM
157
IHT Wealth Management
Illinois
$1K +$221 +6 +0.3%
Simplex Trading
158
Simplex Trading
Illinois
$1K +$1.84K +50 New
EC
159
Estate Counselors
Wisconsin
– -$4.63M -120,000 Closed
SIA
160
Starfire Investment Advisers
Michigan
– -$1.45M -37,468 Closed
TRCT
161
Tower Research Capital (TRC)
New York
– -$941K -24,416 Closed
PFA
162
Pinnacle Family Advisors
Missouri
– -$855K -22,195 Closed
WDL
163
Well Done LLC
Michigan
– -$749K -19,444 Closed
WJA
164
Williams Jones & Associates
New York
– -$540K -14,000 Closed
SIC
165
Salem Investment Counselors
North Carolina
– -$518K -13,437 Closed
IAA
166
Independent Advisor Alliance
North Carolina
– -$353K -9,162 Closed
RCAG
167
Rehmann Capital Advisory Group
Michigan
– -$251K -6,500 Closed
JIC
168
Johnson Investment Counsel
Ohio
– -$242K -6,285 Closed
Brown Advisory
169
Brown Advisory
Maryland
– -$216K -5,610 Closed
Bank of New York Mellon
170
Bank of New York Mellon
New York
– -$207K -5,373 Closed
SCG
171
Sonata Capital Group
Washington
– -$205K -5,330 Closed
MIFH
172
Migdal Insurance & Financial Holdings
Israel
– -$97K -2,500 Closed
PMFA
173
Plante Moran Financial Advisors
Michigan
– -$83K -2,161 Closed
PG
174
Patten Group
Tennessee
– -$59K -1,525 Closed
VWM
175
Valley Wealth Managers
New Jersey
– -$31K -800 Closed