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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
176
Windward Private Wealth Management
Kansas
$276K -$24.7K -550 -8%
IAIM
177
International Assets Investment Management
Florida
$272K -$84.5K -1,880 -23%
SFP
178
Sweet Financial Partners
Minnesota
$265K
CW
179
CreativeOne Wealth
Kansas
$260K +$265K +5,889 New
CCWM
180
Cassaday & Co Wealth Management
Virginia
$260K
MMPW
181
Mitchell McLeod Pugh & Williams
Alabama
$252K
RIA
182
Regal Investment Advisors
Michigan
$249K +$42.1K +937 +20%
CCA
183
Cora Capital Advisors
New Jersey
$243K
EG
184
Ellerson Group
Maryland
$243K
NCM
185
Next Capital Management
New York
$243K
GWM
186
Greenwich Wealth Management
Connecticut
$237K +$1.3K +29 +0.5%
TCA
187
Transcend Capital Advisors
New Jersey
$237K +$241K +5,371 New
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$234K -$59.3K -1,320 -20%
KDA
189
Kraft Davis & Associates
Missouri
$233K
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$232K +$236K +5,258 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$230K +$26.1K +581 +13%
SG
192
StoneX Group
New York
$230K +$6.42K +143 +3%
SAG
193
SageView Advisory Group
California
$229K
RJT
194
Raymond James Trust
Florida
$228K
WAL
195
W Advisors LLC
Tennessee
$227K +$231K +5,141 New
GFPC
196
Global Financial Private Client
Florida
$224K
BPA
197
Beacon Pointe Advisors
California
$223K -$2.83K -63 -1%
Brown Advisory
198
Brown Advisory
Maryland
$221K
FCBT
199
First Citizens Bank & Trust
North Carolina
$221K
FCA
200
FLC Capital Advisors
California
$213K -$4.9K -109 -2%