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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
176
W Advisors LLC
Tennessee
$743K +$177K +4,808 +36%
WEG
177
World Equity Group
Illinois
$742K +$668K +18,136 New
PPP
178
Private Portfolio Partners
New Jersey
$734K -$13K -353 -2%
WMP
179
Wealth Management Partners
Arizona
$726K +$663K +18,000 New
TCA
180
Transcend Capital Advisors
New Jersey
$701K +$42.8K +1,161 +7%
MIAN
181
Mariner Independent Advisor Network
Kansas
$698K +$47.4K +1,286 +8%
WMS
182
Wealth Management Solutions
Pennsylvania
$680K -$2M -54,186 -77%
T
183
TRUADVICE
Florida
$679K +$52.1K +1,414 +9%
TPWA
184
TRUE Private Wealth Advisors
Oregon
$675K -$214K -5,806 -27%
FCA
185
FLC Capital Advisors
California
$657K +$23.1K +628 +4%
AWE
186
Avidian Wealth Enterprises
Texas
$640K -$44K -1,194 -7%
IAIM
187
International Assets Investment Management
Florida
$634K +$571K +15,483 New
TFF
188
The Family Firm
Maryland
$631K -$54K -1,464 -9%
LWAC
189
Laurel Wealth Advisors (California)
California
$623K +$232K +6,289 +70%
CAG
190
Csenge Advisory Group
Florida
$609K -$3.13M -84,898 -85%
BCI
191
Brinker Capital Investments
Pennsylvania
$572K -$22.1K -599 -4%
MWM
192
Maripau Wealth Management
Indiana
$568K +$63.9K +1,734 +15%
BWM
193
Baystate Wealth Management
Massachusetts
$561K +$128K +3,482 +34%
DY
194
Dowling & Yahnke
California
$553K – – –
PA
195
Procyon Advisors
Connecticut
$548K -$3.13M -84,885 -86%
EH
196
Equitable Holdings
New York
$542K -$2.14M -58,170 -81%
JSL
197
JT Stratford LLC
Georgia
$537K -$27.5K -745 -5%
PCG
198
Private Capital Group
Connecticut
$530K -$6.19K -168 -1%
AFG
199
Allegheny Financial Group
Pennsylvania
$518K -$83.5K -2,267 -15%
RFM
200
Royal Fund Management
Florida
$515K +$201K +5,465 +77%
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