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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Transcend Capital Advisors
New Jersey
$332K +$849 +14 +0.2%
FPGK
177
Financial Partners Group (Kansas)
Kansas
$328K -$290K -4,776 -45%
EWA
178
EP Wealth Advisors
California
$326K +$35.3K +583 +11%
SPC
179
Sigma Planning Corp
Michigan
$326K -$20.7K -341 -6%
MMPW
180
Mitchell McLeod Pugh & Williams
Alabama
$323K
PA
181
Promethium Advisors
Maryland
$321K
AAP
182
Arax Advisory Partners
Colorado
$315K +$324K +5,339 +2,427%
KDA
183
Kraft Davis & Associates
Missouri
$312K
NCM
184
Next Capital Management
New York
$311K
PGFC
185
Peapack-Gladstone Financial Corp
New Jersey
$297K -$31.8K -525 -9%
AOWM
186
Asset One Wealth Management
Washington
$294K -$214K -3,525 -42%
BWP
187
Bernardo Wealth Planning
Pennsylvania
$293K -$99.9K -1,648 -24%
AWM
188
Apollon Wealth Management
South Carolina
$284K -$121 -2 -0%
FCBT
189
First Citizens Bank & Trust
North Carolina
$283K
GFPC
190
Global Financial Private Client
Florida
$281K
AFG
191
Allegheny Financial Group
Pennsylvania
$279K +$728 +12 +0.2%
MA
192
Montag & Associates
Georgia
$279K
LWPC
193
Legacy Wealth Partners (Colorado)
Colorado
$259K -$36.1K -595 -11%
GIA
194
Gladstone Institutional Advisory
Florida
$258K +$11K +182 +4%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$254K -$21.4K -353 -7%
RIA
196
Regal Investment Advisors
Michigan
$252K
BAM
197
Belpointe Asset Management
Nevada
$251K +$269K +4,436 New
ATPW
198
Ashton Thomas Private Wealth
Arizona
$250K -$31.8K -524 -11%
TC
199
Trilogy Capital
California
$248K +$10.7K +177 +4%
MCA
200
Millennium Capital Advisors
Arkansas
$245K -$151K -2,497 -37%