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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
176
Mitchell McLeod Pugh & Williams
Alabama
$519K – – –
TFF
177
The Family Firm
Maryland
$508K -$50.9K -1,654 -9%
AWE
178
Avidian Wealth Enterprises
Texas
$507K +$213K +6,904 +70%
TCA
179
Transcend Capital Advisors
New Jersey
$481K +$2.03K +66 +0.4%
MIAN
180
Mariner Independent Advisor Network
Kansas
$475K +$90.5K +2,939 +23%
BAM
181
Belpointe Asset Management
Nevada
$468K +$238K +7,739 +99%
FCA
182
FLC Capital Advisors
California
$464K -$1.27M -41,274 -73%
AFG
183
Allegheny Financial Group
Pennsylvania
$449K +$70.5K +2,291 +18%
BCI
184
Brinker Capital Investments
Pennsylvania
$439K +$449K +14,581 New
MBT
185
Montecito Bank & Trust
California
$428K +$88K +2,860 +25%
JSL
186
JT Stratford LLC
Georgia
$418K -$308 -10 -0.1%
PA
187
Parallel Advisors
California
$415K +$8.83K +287 +2%
SG
188
StoneX Group
New York
$414K +$42.7K +1,386 +11%
MC
189
Moors & Cabot
Massachusetts
$413K -$7.14K -232 -2%
MWM
190
Maripau Wealth Management
Indiana
$411K +$349K +11,327 New
DY
191
Dowling & Yahnke
California
$407K – – –
CF
192
Centaurus Financial
California
$405K +$414K +13,466 New
WAL
193
W Advisors LLC
Tennessee
$401K +$411K +13,341 New
PCG
194
Private Capital Group
Connecticut
$395K -$16.6K -539 -4%
SI
195
Stephens Inc
Arkansas
$384K -$84.6K -2,749 -18%
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
$383K -$199K -6,467 -34%
SCFS
197
S.C. Financial Services
Arizona
$379K +$346K +11,255 New
FWIA
198
Fort Washington Investment Advisors
Ohio
$375K +$159K +5,180 +71%
GFPC
199
Global Financial Private Client
Florida
$364K -$8.1K -263 -2%
HCM
200
Howard Capital Management
Georgia
$353K +$31.2K +1,013 +9%
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