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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EG
176
Ellerson Group
Maryland
$264K – – –
NCM
177
Next Capital Management
New York
$264K – – –
DWM
178
Dakota Wealth Management
Florida
$260K – – –
OAP
179
One Advisory Partners
Kansas
$260K -$5.32K -109 -2%
KDA
180
Kraft Davis & Associates
Missouri
$258K – – –
GWM
181
Greenwich Wealth Management
Connecticut
$258K – – –
RJT
182
Raymond James Trust
Florida
$248K – – –
GFPC
183
Global Financial Private Client
Florida
$241K – – –
FCBT
184
First Citizens Bank & Trust
North Carolina
$240K – – –
LCGC
185
Legacy Capital Group California
California
$238K +$242K +4,962 New
ACA
186
Aptus Capital Advisors
Alabama
$236K -$345K -7,070 -59%
RIA
187
Realta Investment Advisors
Delaware
$235K +$5.08K +104 +2%
CL
188
Choreo LLC
Illinois
$229K +$233K +4,776 New
RIA
189
Regal Investment Advisors
Michigan
$224K -$293 -6 -0.1%
VA
190
Valmark Advisers
Ohio
$219K -$342 -7 -0.2%
KOMWMG
191
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$218K +$1.42K +29 +0.6%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$212K -$10K -205 -4%
IFG
193
Independent Financial Group
California
$210K +$213K +4,370 New
LF
194
Lantz Financial
Illinois
$205K -$977 -20 -0.5%
SFS
195
Security Financial Services
Indiana
$205K -$19.3K -395 -8%
LPAM
196
Lodestar Private Asset Management
California
$204K – – –
QPWM
197
Quadrant Private Wealth Management
Pennsylvania
$203K -$61.6K -1,262 -23%
HSWM
198
Hubbell Strickland Wealth Management
Louisiana
$203K +$684 +14 +0.3%
AWM
199
Avior Wealth Management
Nebraska
$196K -$50.9K -1,043 -20%
FWP
200
FAS Wealth Partners
Kansas
$194K +$1.12K +23 +0.6%