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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
151
One Wealth Advisors
California
$637K +$640K +13,695 New
OPS
152
Orion Portfolio Solutions
Nebraska
$636K +$68.8K +1,472 +12%
NF
153
Nikulski Financial
Iowa
$634K -$33.2K -711 -5%
CCFP
154
Charles Carroll Financial Partners
Massachusetts
$632K – – –
AFP
155
Advus Financial Partners
Florida
$630K -$273K -5,844 -30%
PAG
156
Private Advisor Group
New Jersey
$615K +$1.13M +24,125 +59%
SPC
157
Sigma Planning Corp
Michigan
$600K -$256K -5,476 -30%
WAL
158
W Advisors LLC
Tennessee
$581K -$100K -2,149 -15%
PFG
159
PAX Financial Group
Texas
$581K -$161K -3,434 -22%
FWIA
160
Fort Washington Investment Advisors
Ohio
$579K – – –
AR
161
Apeiron RIA
Texas
$577K +$216K +4,629 +59%
SI
162
Stephens Inc
Arkansas
$574K – – –
AFG
163
Allegheny Financial Group
Pennsylvania
$557K -$32.8K -701 -6%
DC
164
Davenport & Co
Virginia
$545K -$156K -3,346 -22%
FFA
165
Farther Finance Advisors
California
$531K +$534K +11,431 New
SCA
166
Snowden Capital Advisors
New York
$526K -$886K -18,963 -63%
FTS
167
Fifth Third Securities
Ohio
$526K +$243K +5,208 +85%
SW
168
SteelPeak Wealth
California
$520K +$48.4K +1,036 +10%
GBT
169
Grove Bank & Trust
Florida
$519K – – –
OAP
170
One Advisory Partners
Kansas
$519K -$64K -1,369 -11%
PA
171
Parallel Advisors
California
$515K -$90.8K -1,942 -15%
CAGAS
172
Capital Advisory Group Advisory Services
Minnesota
$505K +$39.7K +850 +8%
LF
173
Lantz Financial
Illinois
$501K -$96.8K -2,072 -16%
CWM
174
Chemistry Wealth Management
New York
$495K – – –
RIA
175
Regal Investment Advisors
Michigan
$488K -$65.5K -1,401 -12%
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7
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