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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
201
Grove Bank & Trust
Florida
$425K – – –
WCM
202
WealthBridge Capital Management
Ohio
$420K +$54.4K +1,281 +13%
MC
203
Moors & Cabot
Massachusetts
$410K -$12.1K -286 -3%
CCB
204
Country Club Bank
Missouri
$408K – – –
KA
205
Kovack Advisors
Florida
$407K +$47.5K +1,118 +12%
CWM
206
Chemistry Wealth Management
New York
$406K – – –
NLP
207
Next Level Private
New York
$406K +$453K +10,658 New
SB
208
Simmons Bank
Arkansas
$398K -$39.3K -926 -8%
YIH
209
Y-Intercept (HK)
Hong Kong
$397K +$443K +10,426 New
TCA
210
Transcend Capital Advisors
New Jersey
$396K -$286K -6,730 -39%
MFG
211
Magnus Financial Group
New York
$392K +$4.12K +97 +1%
PPW
212
Pinnacle Private Wealth
Massachusetts
$382K +$14.5K +342 +4%
AWM
213
Alterna Wealth Management
Texas
$376K -$57.5K -1,355 -12%
CCFM
214
Clear Creek Financial Management
Washington
$363K +$85 +2 +0%
PPP
215
Private Portfolio Partners
New Jersey
$362K -$358K -8,434 -47%
SG
216
StoneX Group
New York
$362K -$115K -2,697 -22%
CAN
217
Claraphi Advisory Network
United States
$361K -$5.31K -125 -1%
EP
218
Eudaimonia Partners
Tennessee
$356K +$397K +9,343 New
FWP
219
Firethorn Wealth Partners
Georgia
$353K -$411K -9,678 -53%
AWE
220
Avidian Wealth Enterprises
Texas
$351K -$273K -6,424 -41%
ACP
221
Aveo Capital Partners
Colorado
$349K -$614K -14,471 -61%
RJT
222
Raymond James Trust
Florida
$348K +$58.6K +1,379 +18%
RCM
223
Raleigh Capital Management
North Carolina
$345K -$399K -9,397 -51%
FAIM
224
Financial Advocates Investment Management
Washington
$337K -$421K -9,903 -53%
NCM
225
Narwhal Capital Management
Georgia
$336K – – –
7 8
9
10 11