We are live on ! Find out more
IYE icon

iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
151
TRUE Private Wealth Advisors
Oregon
$316K +$43 +1 +0%
LCM
152
Lazari Capital Management
California
$311K +$311K +7,265 New
KPWS
153
Kestra Private Wealth Services
Texas
$311K -$14.4K -336 -4%
WAL
154
W Advisors LLC
Tennessee
$306K -$46.7K -1,091 -13%
CWM
155
Certus Wealth Management
California
$304K +$304K +7,104 New
RWP
156
RWA Wealth Partners
Massachusetts
$304K +$304K +7,100 New
CWM
157
Centurion Wealth Management
Virginia
$297K -$32.9K -769 -10%
WPWM
158
Windward Private Wealth Management
Kansas
$295K
GAM
159
Griffin Asset Management
New York
$293K -$3.64K -85 -1%
AP
160
Appleton Partners
Massachusetts
$284K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$278K -$1.1M -25,625 -80%
RPGK
162
Retirement Planning Group (Kansas)
Kansas
$273K +$273K +6,381 New
SHFA
163
SC&H Financial Advisors
Maryland
$272K +$471 +11 +0.2%
MCA
164
Millennium Capital Advisors
Arkansas
$270K +$73.9K +1,726 +38%
GIA
165
Goodwin Investment Advisory
Georgia
$269K -$47.5K -1,109 -15%
CIA
166
Capital Investment Advisors
Georgia
$267K
KWM
167
Keebeck Wealth Management
Illinois
$264K -$86K -2,007 -25%
Cerity Partners
168
Cerity Partners
New York
$264K +$49.2K +1,148 +23%
AAS
169
Ameritas Advisory Services
Nebraska
$262K -$64.9K -1,515 -20%
SFP
170
Sweet Financial Partners
Minnesota
$257K
BlackRock
171
BlackRock
New York
$254K -$2.41M -56,294 -90%
OIA
172
OneDigital Investment Advisors
Kansas
$249K +$249K +5,814 New
MMPW
173
Mitchell McLeod Pugh & Williams
Alabama
$245K
SG
174
StoneX Group
New York
$242K -$1.03K -24 -0.4%
GCA
175
Genesee Capital Advisors
New York
$242K -$534K -12,475 -69%