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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
151
Country Club Trust
Missouri
$230K -$278K -11,293 -56%
KNW
152
Kesler Norman & Wride
Utah
$230K +$215K +8,758 New
EWA
153
Evolution Wealth Advisors
Florida
$228K
IWS
154
Insight Wealth Strategies
California
$226K +$212K +8,633 New
MA
155
MCF Advisors
Kentucky
$219K
CIA
156
Capital Investment Advisors
Georgia
$211K +$198K +8,031 New
SPC
157
Sigma Planning Corp
Michigan
$211K +$198K +8,059 New
Principal Financial Group
158
Principal Financial Group
Iowa
$206K +$194K +7,868 New
CAN
159
Cetera Advisor Networks
California
$203K +$191K +7,753 New
SWM
160
Spire Wealth Management
Virginia
$196K +$184K +7,478 New
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$186K
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$185K +$93K +3,780 +115%
CCC
163
Crescent Capital Consulting
Louisiana
$183K +$170K +6,927 +19,791%
KFS
164
Kelly Financial Services
Massachusetts
$173K +$162K +6,594 New
AIC
165
Ameritas Investment Company
Nebraska
$167K +$157K +6,369 New
BAM
166
Belpointe Asset Management
Nevada
$164K -$9.99K -406 -6%
BAM
167
Bellevue Asset Management
Washington
$161K -$2.71K -110 -2%
CWM
168
Cranbrook Wealth Management
Michigan
$160K
SFS
169
Sowell Financial Services
Arkansas
$159K +$139K +5,665 New
CC
170
Cassaday & Co
Virginia
$154K -$1.11K -45 -0.8%
BWM
171
Baystate Wealth Management
Massachusetts
$147K +$138K +5,616 New
FWP
172
FAS Wealth Partners
Kansas
$136K
APWA
173
Atlas Private Wealth Advisors
New Jersey
$134K
William Blair & Company
174
William Blair & Company
Illinois
$134K +$4.95K +201 +4%
NIC
175
Northwest Investment Counselors
Oregon
$115K +$108K +4,371 New