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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
176
Windward Private Wealth Management
Kansas
$301K – – –
ATPW
177
Ashton Thomas Private Wealth
Arizona
$299K +$310K +6,842 New
PWMG
178
Provence Wealth Management Group
California
$293K -$73.9K -1,633 -20%
AP
179
Appleton Partners
Massachusetts
$290K – – –
PA
180
Procyon Advisors
Connecticut
$287K -$29.4K -649 -9%
FA
181
FDx Advisors
Illinois
$287K – – –
VAS
182
Vestmark Advisory Solutions
Massachusetts
$282K +$83.8K +1,851 +40%
SHFA
183
SC&H Financial Advisors
Maryland
$277K +$769 +17 +0.3%
VA
184
Valmark Advisers
Ohio
$277K -$1.09K -24 -0.4%
EL
185
Essex LLC
Illinois
$274K – – –
CIA
186
Capital Investment Advisors
Georgia
$273K – – –
APWA
187
Atlas Private Wealth Advisors
New Jersey
$273K +$362 +8 +0.1%
SFP
188
Sweet Financial Partners
Minnesota
$263K – – –
LF
189
Lantz Financial
Illinois
$262K -$217K -4,790 -44%
CF
190
Centaurus Financial
California
$259K -$8.69K -192 -3%
CCWM
191
Cassaday & Co Wealth Management
Virginia
$258K – – –
Bank of New York Mellon
192
Bank of New York Mellon
New York
$257K -$1.97M -43,473 -88%
KA
193
Kovack Advisors
Florida
$251K -$53.2K -1,175 -17%
MMPW
194
Mitchell McLeod Pugh & Williams
Alabama
$250K – – –
SG
195
StoneX Group
New York
$248K +$26.7K +590 +12%
FWP
196
FAS Wealth Partners
Kansas
$245K +$2.17K +48 +0.9%
GFP
197
Gryphon Financial Partners
Ohio
$245K – – –
BPC
198
Banque Pictet & Cie
Switzerland
$244K +$252K +5,580 New
CCFM
199
Clear Creek Financial Management
Washington
$242K -$198K -4,376 -44%
JSW
200
Journey Strategic Wealth
New Jersey
$242K -$1.52M -33,634 -86%