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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
176
International Assets Investment Management
Florida
$272K -$84.5K -1,880 -23%
SFP
177
Sweet Financial Partners
Minnesota
$265K – – –
CW
178
CreativeOne Wealth
Kansas
$260K +$265K +5,889 New
CCWM
179
Cassaday & Co Wealth Management
Virginia
$260K – – –
MMPW
180
Mitchell McLeod Pugh & Williams
Alabama
$252K – – –
RIA
181
Regal Investment Advisors
Michigan
$249K +$42.1K +937 +20%
CCA
182
Cora Capital Advisors
New Jersey
$243K – – –
EG
183
Ellerson Group
Maryland
$243K – – –
NCM
184
Next Capital Management
New York
$243K – – –
GWM
185
Greenwich Wealth Management
Connecticut
$237K +$1.3K +29 +0.5%
TCA
186
Transcend Capital Advisors
New Jersey
$237K +$241K +5,371 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$234K -$59.3K -1,320 -20%
KDA
188
Kraft Davis & Associates
Missouri
$233K – – –
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$232K +$236K +5,258 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$230K +$26.1K +581 +13%
SG
191
StoneX Group
New York
$230K +$6.42K +143 +3%
SAG
192
SageView Advisory Group
California
$229K – – –
RJT
193
Raymond James Trust
Florida
$228K – – –
WAL
194
W Advisors LLC
Tennessee
$227K +$231K +5,141 New
GFPC
195
Global Financial Private Client
Florida
$224K – – –
BPA
196
Beacon Pointe Advisors
California
$223K -$2.83K -63 -1%
Brown Advisory
197
Brown Advisory
Maryland
$221K – – –
FCBT
198
First Citizens Bank & Trust
North Carolina
$221K – – –
FCA
199
FLC Capital Advisors
California
$213K -$4.9K -109 -2%
RIA
200
Realta Investment Advisors
Delaware
$204K +$63.4K +1,412 +44%