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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Greenwich Wealth Management
Connecticut
$253K
VA
177
Valmark Advisers
Ohio
$251K +$11.9K +259 +5%
CWM
178
C2C Wealth Management
Arizona
$250K
WIA
179
World Investment Advisors
California
$246K +$238K +5,152 New
KDA
180
Kraft Davis & Associates
Missouri
$245K +$245K +5,315 New
RJT
181
Raymond James Trust
Florida
$245K -$14.9K -323 -6%
SAG
182
SageView Advisory Group
California
$245K +$238K +5,158 New
BPA
183
Beacon Pointe Advisors
California
$243K -$692 -15 -0.3%
SG
184
StoneX Group
New York
$242K -$27.1K -588 -10%
CCFM
185
Clear Creek Financial Management
Washington
$241K -$17.9K -389 -7%
FAM
186
Family Asset Management
South Carolina
$240K -$113K -2,440 -33%
FWP
187
FAS Wealth Partners
Kansas
$238K -$28.1K -610 -11%
SWP
188
ShoreHaven Wealth Partners
New Jersey
$238K -$13.2K -287 -5%
Brown Advisory
189
Brown Advisory
Maryland
$238K
FCBT
190
First Citizens Bank & Trust
North Carolina
$237K
GFPC
191
Global Financial Private Client
Florida
$236K
FCA
192
FLC Capital Advisors
California
$234K
VVP
193
Venture Visionary Partners
Ohio
$228K -$21.7K -470 -9%
RIA
194
Regal Investment Advisors
Michigan
$223K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$219K +$20.1K +436 +10%
QPWM
196
Quadrant Private Wealth Management
Pennsylvania
$218K -$12.3K -267 -6%
LF
197
Lantz Financial
Illinois
$217K -$48.6K -1,053 -19%
PA
198
Parallel Advisors
California
$217K -$13K -281 -6%
WP
199
WealthShield Partners
North Carolina
$213K -$12.5K -272 -6%
KOMWMG
200
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$204K +4,415 New