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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
151
Flagship Harbor Advisors
Massachusetts
$9K – – –
WCG
152
Weaver Consulting Group
California
$9K – – –
CCM
153
Cribstone Capital Management
Maine
$8K -$2.21K -70 -21%
IF
154
Ironwood Financial
Arizona
$8K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$7K -$28.6K -905 -81%
BRC
156
Bell Rock Capital
Delaware
$7K – – –
CBT
157
Central Bank & Trust
Kentucky
$6K – – –
TF
158
TimeScale Financial
Massachusetts
$6K – – –
TCM
159
Tradewinds Capital Management
Washington
$6K – – –
IFWM
160
Institute for Wealth Management
Colorado
$6K +$6.32K +200 New
AF
161
Affiance Financial
Minnesota
$6K +$6.38K +202 New
GEA
162
Glen Eagle Advisors
New Jersey
$5.46K -$3.16K -100 -37%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
GI
164
Gradient Investments
Minnesota
$5K – – –
SIC
165
Salem Investment Counselors
North Carolina
$5K – – –
CAL
166
Capital Analysts LLC
Pennsylvania
$4K – – –
PA
167
PSI Advisors
Florida
$4K +$4.39K +139 New
WT
168
Whittier Trust
California
$3K -$3.7K -117 -52%
CICI
169
Capital Investment Counsel Inc
North Carolina
$3K – – –
PWP
170
Personal Wealth Partners
Minnesota
$3K – – –
VCM
171
Versant Capital Management
Arizona
$3K – – –
WFMPM
172
Woodley Farra Manion Portfolio Management
Indiana
$3K +$2.46K +78 New
OPS
173
Orion Portfolio Solutions
Nebraska
$3K +$3K +95 New
CAAS
174
Capital Asset Advisory Services
Michigan
$3K +$3.51K +111 New
AA
175
Argent Advisors
Louisiana
$3K +$3.63K +115 New
4 5 6
7
8