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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Keebeck Wealth Management
Illinois
$205K -$86.3K -1,872 -30%
LPAM
202
Lodestar Private Asset Management
California
$201K +$196K +4,248 New
AWM
203
Avior Wealth Management
Nebraska
$194K -$16.1K -350 -8%
BC
204
Bartlett & Co
Ohio
$194K – – –
BCWM
205
Bartlett & Co Wealth Management
Ohio
$194K – – –
GRP
206
Global Retirement Partners
California
$182K +$5.21K +113 +3%
IWP
207
Icon Wealth Partners
Texas
$166K -$23.8K -515 -13%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$159K +$155K +3,350 New
US Bancorp
209
US Bancorp
Minnesota
$154K -$18.9K -409 -11%
IRC
210
Investors Research Corp
Georgia
$145K – – –
HCM
211
Hollencrest Capital Management
California
$141K – – –
RIA
212
Realta Investment Advisors
Delaware
$138K -$74.7K -1,620 -33%
TSWM
213
Tyler-Stone Wealth Management
Ohio
$135K – – –
WTC
214
WhitTier Trust Company
Nevada
$130K – – –
BAM
215
Bellevue Asset Management
Washington
$129K – – –
Citadel Advisors
216
Citadel Advisors
Florida
$129K -$2.98M -64,667 -96%
SWA
217
SOA Wealth Advisors
New York
$119K – – –
IA
218
IFP Advisors
Florida
$118K -$369 -8 -0.3%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$110K – – –
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$97.4K +$6.96K +151 +8%
USGIU
221
U.S. Global Investors (USGI)
Texas
$94.9K +$92.3K +2,000 New
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$94.8K +$90.4K +1,960 New
MA
223
Montag & Associates
Georgia
$91.4K – – –
MPCG
224
Matrix Private Capital Group
New York
$90.3K – – –
CSWM
225
Cassady Schiller Wealth Management
Ohio
$83K – – –