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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
151
SC&H Financial Advisors
Maryland
$279K – – –
UCFA
152
United Capital Financial Advisors
Texas
$276K – – –
CCA
153
Cora Capital Advisors
New Jersey
$271K – – –
NCM
154
Next Capital Management
New York
$271K – – –
SWM
155
Spire Wealth Management
Virginia
$270K -$2.19K -46 -0.8%
GWM
156
Greenwich Wealth Management
Connecticut
$265K – – –
GAM
157
Gotham Asset Management
New York
$262K +$253K +5,308 New
PHS
158
Pekin Hardy Strauss
Illinois
$260K – – –
OWA
159
One Wealth Advisors
California
$258K -$282K -5,915 -53%
CA
160
Claro Advisors
Massachusetts
$252K -$107K -2,246 -31%
GT
161
Glenview Trust
Kentucky
$251K -$1.76M -37,024 -88%
ASN
162
Advisory Services Network
Georgia
$249K -$40.9K -859 -15%
CA
163
CoreCap Advisors
Michigan
$248K +$953 +20 +0.4%
FCBT
164
First Citizens Bank & Trust
North Carolina
$247K – – –
MBT
165
Montecito Bank & Trust
California
$246K -$63.4K -1,330 -21%
GFPC
166
Global Financial Private Client
Florida
$246K -$524 -11 -0.2%
ICP
167
Interchange Capital Partners
Pennsylvania
$244K +$236K +4,948 New
BPA
168
Beacon Pointe Advisors
California
$241K -$1.33K -28 -0.6%
CWM
169
Congress Wealth Management
Massachusetts
$241K +$233K +4,887 New
SI
170
Saxon Interests
Texas
$236K +$228K +4,787 New
VA
171
Valmark Advisers
Ohio
$232K +$5.96K +125 +3%
William Blair & Company
172
William Blair & Company
Illinois
$231K -$15.7K -329 -7%
KDA
173
Kraft Davis & Associates
Missouri
$229K – – –
VCM
174
Virtue Capital Management
Tennessee
$229K -$54.5K -1,144 -20%
MSWMA
175
Market Street Wealth Management Advisors
Indiana
$221K -$82.7K -1,736 -28%