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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
176
Detalus Advisors
Missouri
$281K -$198K -4,401 -44%
OAP
177
One Advisory Partners
Kansas
$273K +$248K +5,518 New
CCA
178
Cora Capital Advisors
New Jersey
$272K
EG
179
Ellerson Group
Maryland
$272K
NCM
180
Next Capital Management
New York
$272K
QPWM
181
Quadrant Private Wealth Management
Pennsylvania
$271K -$206K -4,590 -46%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$269K +$10.4K +232 +4%
DWM
183
Dakota Wealth Management
Florida
$267K +$243K +5,410 New
GWM
184
Greenwich Wealth Management
Connecticut
$265K
KDA
185
Kraft Davis & Associates
Missouri
$259K
RJT
186
Raymond James Trust
Florida
$255K
AWM
187
Avior Wealth Management
Nebraska
$254K +$47.5K +1,055 +26%
GFPC
188
Global Financial Private Client
Florida
$250K -$2.43K -54 -1%
BPA
189
Beacon Pointe Advisors
California
$247K -$2.34K -52 -1%
FCBT
190
First Citizens Bank & Trust
North Carolina
$247K
RIA
191
Realta Investment Advisors
Delaware
$236K +$6.93K +154 +3%
RIA
192
Regal Investment Advisors
Michigan
$230K -$43.7K -971 -17%
SFS
193
Security Financial Services
Indiana
$230K +$210K +4,662 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$228K -$26.1K -580 -11%
VA
195
Valmark Advisers
Ohio
$225K -$450 -10 -0.2%
KOMWMG
196
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K +$203K +4,508 New
CKAIS
197
Christensen King & Associates Investment Services
Washington
$218K +$199K +4,419 New
SWP
198
Stratos Wealth Partners
Ohio
$214K +$195K +4,333 New
KWM
199
Keebeck Wealth Management
Illinois
$213K -$956K -21,260 -83%
LF
200
Lantz Financial
Illinois
$212K -$12.1K -269 -6%