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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
201
Successful Portfolios
Florida
$266K +$255K +9,159 New
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$261K +$250K +8,969 New
NCM
203
Narwhal Capital Management
Georgia
$257K +$246K +8,825 New
VC
204
Veracity Capital
Georgia
$252K +$242K +8,678 New
CCT
205
Country Club Trust
Missouri
$251K – – –
MA
206
MCF Advisors
Kentucky
$242K – – –
1WM
207
1900 Wealth Management
Texas
$235K +$225K +8,071 New
OPS
208
Orion Portfolio Solutions
Nebraska
$234K +$224K +8,032 New
EWA
209
Evolution Wealth Advisors
Florida
$232K -$20.2K -725 -8%
OFG
210
OmniStar Financial Group
North Carolina
$230K +$221K +7,939 New
FHC
211
First Heartland Consultants
Missouri
$229K +$219K +7,870 New
DAS
212
Dynamic Advisor Solutions
Arizona
$226K +$217K +7,776 New
QC
213
QCM Cayman
Texas
$220K -$198K -7,124 -49%
FA
214
FDx Advisors
Illinois
$220K +$211K +7,568 New
GFPC
215
Global Financial Private Client
Florida
$219K +$99.7K +3,581 +94%
LWAC
216
Laurel Wealth Advisors (California)
California
$218K +$209K +7,512 New
VAS
217
Vestmark Advisory Solutions
Massachusetts
$215K +$206K +7,383 New
HIS
218
Harvest Investment Services
Illinois
$215K +$206K +7,408 New
CIA
219
Capital Investment Advisors
Georgia
$214K -$19.2K -690 -9%
IF
220
Intrua Financial
Texas
$214K +$219K +7,873 New
CT
221
Caldwell Trust
Florida
$214K +$205K +7,350 New
AIC
222
Ameritas Investment Company
Nebraska
$212K -$81.3K -2,919 -46%
FWIA
223
Fort Washington Investment Advisors
Ohio
$212K +$203K +7,280 New
LPIC
224
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
CFG
225
Cooper Financial Group
California
$204K +$195K +7,000 New
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9
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