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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Howard Capital Management
201
Howard Capital Management
Georgia
$353K +$31.2K +1,013 +9%
Mariner
202
Mariner
Kansas
$346K -$17.3K -563 -5%
SB
203
Simmons Bank
Arkansas
$344K -$11.5K -375 -3%
AWM
204
Alterna Wealth Management
Texas
$343K +$350K +11,382 New
VCM
205
Virtue Capital Management
Tennessee
$338K +$345K +11,216 New
GBT
206
Grove Bank & Trust
Florida
$336K – – –
IFG Advisory
207
IFG Advisory
Georgia
$327K -$57.4K -1,865 -15%
CCT
208
Country Club Trust
Missouri
$318K – – –
NWMG
209
National Wealth Management Group
Ohio
$317K +$324K +10,521 New
IMC Chicago
210
IMC Chicago
Illinois
$315K – – –
Benjamin F. Edwards & Company
211
Benjamin F. Edwards & Company
Missouri
$314K -$40.9K -1,329 -11%
MCM
212
Murphy Capital Management
New Jersey
$309K +$9.23K +300 +3%
BWM
213
Baystate Wealth Management
Massachusetts
$308K +$109K +3,538 +53%
QPWM
214
Quadrant Private Wealth Management
Pennsylvania
$298K +$37.2K +1,209 +14%
MFG
215
Magnus Financial Group
New York
$290K +$12.3K +400 +4%
CAN
216
Claraphi Advisory Network
United States
$289K – – –
CCFM
217
Clear Creek Financial Management
Washington
$287K +$215 +7 +0.1%
Western Wealth Management
218
Western Wealth Management
Colorado
$286K +$292K +9,478 New
WPWM
219
Windward Private Wealth Management
Kansas
$284K -$58.4K -1,898 -17%
KA
220
Kovack Advisors
Florida
$272K -$27.2K -885 -9%
SP
221
Successful Portfolios
Florida
$272K -$20K -649 -7%
LWAC
222
Laurel Wealth Advisors (California)
California
$270K +$276K +8,955 New
NCM
223
Narwhal Capital Management
Georgia
$266K – – –
HIM
224
Hanlon Investment Management
New Jersey
$264K -$28.6K -928 -10%
Kestra Private Wealth Services
225
Kestra Private Wealth Services
Texas
$253K +$30.4K +987 +13%