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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 – – –
PAG
155
Private Advisor Group
New Jersey
$615K +$1.13M +24,125 +59%
SPC
156
Sigma Planning Corp
Michigan
$600K -$256K -5,476 -30%
WAL
157
W Advisors LLC
Tennessee
$581K -$100K -2,149 -15%
PFG
158
PAX Financial Group
Texas
$581K -$161K -3,434 -22%
FWIA
159
Fort Washington Investment Advisors
Ohio
$579K – – –
AR
160
Apeiron RIA
Texas
$577K +$216K +4,629 +59%
SI
161
Stephens Inc
Arkansas
$574K – – –
AFG
162
Allegheny Financial Group
Pennsylvania
$557K -$32.8K -701 -6%
DC
163
Davenport & Co
Virginia
$545K -$156K -3,346 -22%
FFA
164
Farther Finance Advisors
California
$531K +$534K +11,431 New
SCA
165
Snowden Capital Advisors
New York
$526K -$886K -18,963 -63%
FTS
166
Fifth Third Securities
Ohio
$526K +$243K +5,208 +85%
SW
167
SteelPeak Wealth
California
$520K +$48.4K +1,036 +10%
GBT
168
Grove Bank & Trust
Florida
$519K – – –
OAP
169
One Advisory Partners
Kansas
$519K -$64K -1,369 -11%
PA
170
Parallel Advisors
California
$515K -$90.8K -1,942 -15%
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$505K +$39.7K +850 +8%
LF
172
Lantz Financial
Illinois
$501K -$96.8K -2,072 -16%
CWM
173
Chemistry Wealth Management
New York
$495K – – –
RIA
174
Regal Investment Advisors
Michigan
$488K -$65.5K -1,401 -12%
MGWM
175
Marks Group Wealth Management
Minnesota
$487K -$293K -6,263 -37%
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