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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
201
Independent Financial Group
California
$268K +$256K +9,208 New
SP
202
Successful Portfolios
Florida
$266K +$255K +9,159 New
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$261K +$250K +8,969 New
NCM
204
Narwhal Capital Management
Georgia
$257K +$246K +8,825 New
VC
205
Veracity Capital
Georgia
$252K +$242K +8,678 New
CCT
206
Country Club Trust
Missouri
$251K – – –
MA
207
MCF Advisors
Kentucky
$242K – – –
1WM
208
1900 Wealth Management
Texas
$235K +$225K +8,071 New
OPS
209
Orion Portfolio Solutions
Nebraska
$234K +$224K +8,032 New
EWA
210
Evolution Wealth Advisors
Florida
$232K -$20.2K -725 -8%
OFG
211
OmniStar Financial Group
North Carolina
$230K +$221K +7,939 New
FHC
212
First Heartland Consultants
Missouri
$229K +$219K +7,870 New
DAS
213
Dynamic Advisor Solutions
Arizona
$226K +$217K +7,776 New
QC
214
QCM Cayman
Texas
$220K -$198K -7,124 -49%
FA
215
FDx Advisors
Illinois
$220K +$211K +7,568 New
GFPC
216
Global Financial Private Client
Florida
$219K +$99.7K +3,581 +94%
LWAC
217
Laurel Wealth Advisors (California)
California
$218K +$209K +7,512 New
VAS
218
Vestmark Advisory Solutions
Massachusetts
$215K +$206K +7,383 New
HIS
219
Harvest Investment Services
Illinois
$215K +$206K +7,408 New
CIA
220
Capital Investment Advisors
Georgia
$214K -$19.2K -690 -9%
IF
221
Intrua Financial
Texas
$214K +$219K +7,873 New
CT
222
Caldwell Trust
Florida
$214K +$205K +7,350 New
AIC
223
Ameritas Investment Company
Nebraska
$212K -$81.3K -2,919 -46%
FWIA
224
Fort Washington Investment Advisors
Ohio
$212K +$203K +7,280 New
LPIC
225
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
7 8
9
10 11