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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
176
Valmark Advisers
Ohio
$251K +$11.9K +259 +5%
CWM
177
C2C Wealth Management
Arizona
$250K – – –
WIA
178
World Investment Advisors
California
$246K +$238K +5,152 New
KDA
179
Kraft Davis & Associates
Missouri
$245K +$245K +5,315 New
RJT
180
Raymond James Trust
Florida
$245K -$14.9K -323 -6%
SAG
181
SageView Advisory Group
California
$245K +$238K +5,158 New
BPA
182
Beacon Pointe Advisors
California
$243K -$692 -15 -0.3%
SG
183
StoneX Group
New York
$242K -$27.1K -588 -10%
CCFM
184
Clear Creek Financial Management
Washington
$241K -$17.9K -389 -7%
FAM
185
Family Asset Management
South Carolina
$240K -$113K -2,440 -33%
FWP
186
FAS Wealth Partners
Kansas
$238K -$28.1K -610 -11%
SWP
187
ShoreHaven Wealth Partners
New Jersey
$238K -$13.2K -287 -5%
Brown Advisory
188
Brown Advisory
Maryland
$238K – – –
FCBT
189
First Citizens Bank & Trust
North Carolina
$237K – – –
GFPC
190
Global Financial Private Client
Florida
$236K – – –
FCA
191
FLC Capital Advisors
California
$234K – – –
VVP
192
Venture Visionary Partners
Ohio
$228K -$21.7K -470 -9%
RIA
193
Regal Investment Advisors
Michigan
$223K – – –
Fidelity Investments
194
Fidelity Investments
Massachusetts
$219K +$20.1K +436 +10%
QPWM
195
Quadrant Private Wealth Management
Pennsylvania
$218K -$12.3K -267 -6%
LF
196
Lantz Financial
Illinois
$217K -$48.6K -1,053 -19%
PA
197
Parallel Advisors
California
$217K -$13K -281 -6%
WP
198
WealthShield Partners
North Carolina
$213K -$12.5K -272 -6%
KOMWMG
199
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$204K +4,415 New
GPA
200
Guidance Point Advisors
Massachusetts
$209K +$204K +4,413 New