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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Concurrent Investment Advisors
Florida
$218K +$211K +4,426 New
VWM
177
Venturi Wealth Management
Texas
$217K +$210K +4,400 New
AWM
178
AE Wealth Management
Kansas
$217K -$11.2K -236 -5%
YIH
179
Y-Intercept (HK)
Hong Kong
$213K +$206K +4,324 New
GIA
180
Gladstone Institutional Advisory
Florida
$213K +$206K +4,319 New
CL
181
Choreo LLC
Illinois
$211K -$14.7K -309 -7%
LPAM
182
Lodestar Private Asset Management
California
$209K +$202K +4,248 New
SB
183
Strategic Blueprint
Georgia
$209K -$147K -3,075 -42%
LF
184
Lantz Financial
Illinois
$207K +$200K +4,194 New
AWM
185
Aprio Wealth Management
Georgia
$206K +$199K +4,181 New
LL
186
LPWM LLC
Minnesota
$206K +$199K +4,177 New
MBI
187
May Barnhard Investments
Maryland
$203K +$196K +4,120 New
FWP
188
FAS Wealth Partners
Kansas
$203K +$1.14K +24 +0.6%
MA
189
Montag & Associates
Georgia
$189K – – –
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$181K -$20.8K -436 -11%
FLP
191
Financial Life Planners
Arizona
$180K -$9.72K -204 -5%
ACA
192
Aptus Capital Advisors
Alabama
$167K -$115K -2,405 -42%
EWA
193
EP Wealth Advisors
California
$166K -$23.5K -494 -13%
CA
194
Continuum Advisory
Idaho
$156K -$25.3K -531 -14%
IRC
195
Investors Research Corp
Georgia
$150K – – –
US Bancorp
196
US Bancorp
Minnesota
$148K – – –
HCM
197
Hollencrest Capital Management
California
$147K – – –
Q1WB
198
Quest 10 Wealth Builders
Virginia
$142K -$57.6K -1,208 -30%
GSWM
199
Golden State Wealth Management
California
$131K +$2.29K +48 +2%
FFA
200
Farther Finance Advisors
California
$125K +$4.62K +97 +4%