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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
151
W Advisors LLC
Tennessee
$576K +$122K +2,961 +25%
NF
152
Nikulski Financial
Iowa
$564K -$616 -15 -0.1%
HPC
153
Hobart Private Capital
North Carolina
$551K -$1.97M -48,032 -77%
CCFP
154
Charles Carroll Financial Partners
Massachusetts
$535K -$12.3K -300 -2%
DY
155
Dowling & Yahnke
California
$531K – – –
T
156
TNF
Montana
$530K -$833K -20,300 -62%
RA
157
RFG Advisory
Alabama
$514K -$266K -6,478 -39%
PA
158
Parallel Advisors
California
$511K +$25.7K +627 +5%
PA
159
Procyon Advisors
Connecticut
$508K -$13.8K -335 -3%
LF
160
Lantz Financial
Illinois
$505K -$281K -6,838 -35%
AFG
161
Allegheny Financial Group
Pennsylvania
$498K +$698 +17 +0.1%
OAP
162
One Advisory Partners
Kansas
$492K -$1.07M -26,126 -68%
FWIA
163
Fort Washington Investment Advisors
Ohio
$490K – – –
SI
164
Stephens Inc
Arkansas
$485K – – –
OPS
165
Orion Portfolio Solutions
Nebraska
$480K -$877K -21,371 -64%
SHJ
166
Sharkey, Howes & Javer
Colorado
$478K -$3.09M -75,198 -86%
RIA
167
Regal Investment Advisors
Michigan
$467K -$866K -21,100 -64%
TLFA
168
True Link Financial Advisors
California
$463K -$615K -14,977 -56%
WANY
169
Wealthspire Advisors (New York)
New York
$461K +$482K +11,734 New
MCIA
170
Mountain Capital Investment Advisors
Colorado
$449K -$518K -12,621 -56%
FCA
171
FLC Capital Advisors
California
$447K -$215K -5,230 -32%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$440K +$459K +11,190 New
GBT
173
Grove Bank & Trust
Florida
$439K – – –
SWM
174
SigFig Wealth Management
California
$429K -$621K -15,122 -76%
CI
175
CX Institutional
Indiana
$426K +$445K +10,839 New
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