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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
176
Marks Group Wealth Management
Minnesota
$487K -$293K -6,263 -37%
I
177
INVST
Indiana
$482K -$810K -17,324 -63%
CCB
178
Country Club Bank
Missouri
$479K -$9.35K -200 -2%
BCP
179
Berkeley Capital Partners
Georgia
$472K +$475K +10,156 New
SB
180
Simmons Bank
Arkansas
$466K -$20.1K -431 -4%
CCFM
181
Clear Creek Financial Management
Washington
$461K +$17.5K +374 +4%
MC
182
Moors & Cabot
Massachusetts
$456K -$4.63K -99 -1%
TLFA
183
True Link Financial Advisors
California
$454K -$95K -2,032 -17%
WS
184
Wedbush Securities
California
$452K -$280 -6 -0.1%
WCM
185
WealthBridge Capital Management
Ohio
$449K -$63.8K -1,366 -12%
PWM
186
Perigon Wealth Management
California
$447K +$96.7K +2,068 +27%
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
$432K -$88.8K -1,900 -17%
MFG
188
Magnus Financial Group
New York
$431K +$23.7K +507 +6%
CAG
189
Csenge Advisory Group
Florida
$424K +$11.8K +252 +3%
FHA
190
First Horizon Advisors
Tennessee
$423K +$34.3K +734 +9%
AAS
191
Ameritas Advisory Services
Nebraska
$417K +$55.1K +1,178 +15%
SWM
192
SigFig Wealth Management
California
$411K -$40.8K -872 -18%
NCM
193
Narwhal Capital Management
Georgia
$410K – – –
RJT
194
Raymond James Trust
Florida
$408K -$8.09K -173 -2%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$408K +$105K +2,237 +34%
EP
196
Eudaimonia Partners
Tennessee
$402K +$6.36K +136 +2%
MCIA
197
Mountain Capital Investment Advisors
Colorado
$401K -$59.5K -1,273 -13%
BFG
198
Bleakley Financial Group
New Jersey
$401K +$403K +8,625 New
MFA
199
Mayflower Financial Advisors
Massachusetts
$400K +$7.15K +153 +2%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$399K +$126K +2,687 +46%