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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
201
Country Club Bank
Missouri
$408K – – –
KA
202
Kovack Advisors
Florida
$407K +$47.5K +1,118 +12%
CWM
203
Chemistry Wealth Management
New York
$406K – – –
NLP
204
Next Level Private
New York
$406K +$453K +10,658 New
SB
205
Simmons Bank
Arkansas
$398K -$39.3K -926 -8%
YIH
206
Y-Intercept (HK)
Hong Kong
$397K +$443K +10,426 New
TCA
207
Transcend Capital Advisors
New Jersey
$396K -$286K -6,730 -39%
MFG
208
Magnus Financial Group
New York
$392K +$4.12K +97 +1%
PPW
209
Pinnacle Private Wealth
Massachusetts
$382K +$14.5K +342 +4%
AWM
210
Alterna Wealth Management
Texas
$376K -$57.5K -1,355 -12%
CCFM
211
Clear Creek Financial Management
Washington
$363K +$85 +2 +0%
PPP
212
Private Portfolio Partners
New Jersey
$362K -$358K -8,434 -47%
SG
213
StoneX Group
New York
$362K -$115K -2,697 -22%
CAN
214
Claraphi Advisory Network
United States
$361K -$5.31K -125 -1%
EP
215
Eudaimonia Partners
Tennessee
$356K +$397K +9,343 New
FWP
216
Firethorn Wealth Partners
Georgia
$353K -$411K -9,678 -53%
AWE
217
Avidian Wealth Enterprises
Texas
$351K -$273K -6,424 -41%
ACP
218
Aveo Capital Partners
Colorado
$349K -$614K -14,471 -61%
RJT
219
Raymond James Trust
Florida
$348K +$58.6K +1,379 +18%
RCM
220
Raleigh Capital Management
North Carolina
$345K -$399K -9,397 -51%
FAIM
221
Financial Advocates Investment Management
Washington
$337K -$421K -9,903 -53%
NCM
222
Narwhal Capital Management
Georgia
$336K – – –
CAG
223
Csenge Advisory Group
Florida
$334K -$261K -6,137 -41%
WS
224
Wedbush Securities
California
$330K -$5.86K -138 -2%
TSS
225
Two Sigma Securities
New York
$330K +$368K +8,667 New
7 8
9
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