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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$599K -$17.9K -436 -3%
DC
152
Davenport & Co
Virginia
$593K -$43.2K -1,051 -7%
WAL
153
W Advisors LLC
Tennessee
$576K +$122K +2,961 +25%
NF
154
Nikulski Financial
Iowa
$564K -$616 -15 -0.1%
HPC
155
Hobart Private Capital
North Carolina
$551K -$1.97M -48,032 -77%
CCFP
156
Charles Carroll Financial Partners
Massachusetts
$535K -$12.3K -300 -2%
DY
157
Dowling & Yahnke
California
$531K – – –
T
158
TNF
Montana
$530K -$833K -20,300 -62%
RA
159
RFG Advisory
Alabama
$514K -$266K -6,478 -39%
PA
160
Parallel Advisors
California
$511K +$25.7K +627 +5%
PA
161
Procyon Advisors
Connecticut
$508K -$13.8K -335 -3%
LF
162
Lantz Financial
Illinois
$505K -$281K -6,838 -35%
AFG
163
Allegheny Financial Group
Pennsylvania
$498K +$698 +17 +0.1%
OAP
164
One Advisory Partners
Kansas
$492K -$1.07M -26,126 -68%
FWIA
165
Fort Washington Investment Advisors
Ohio
$490K – – –
SI
166
Stephens Inc
Arkansas
$485K – – –
OPS
167
Orion Portfolio Solutions
Nebraska
$480K -$877K -21,371 -64%
SHJ
168
Sharkey, Howes & Javer
Colorado
$478K -$3.09M -75,198 -86%
RIA
169
Regal Investment Advisors
Michigan
$467K -$866K -21,100 -64%
TLFA
170
True Link Financial Advisors
California
$463K -$615K -14,977 -56%
WANY
171
Wealthspire Advisors (New York)
New York
$461K +$482K +11,734 New
MCIA
172
Mountain Capital Investment Advisors
Colorado
$449K -$518K -12,621 -56%
FCA
173
FLC Capital Advisors
California
$447K -$215K -5,230 -32%
PGFC
174
Peapack-Gladstone Financial Corp
New Jersey
$440K +$459K +11,190 New
GBT
175
Grove Bank & Trust
Florida
$439K – – –
5 6
7
8 9