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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$204K +$63.4K +1,412 +44%
VA
202
Valmark Advisers
Ohio
$202K -$32.2K -717 -14%
LF
203
Lantz Financial
Illinois
$202K -$315 -7 -0.2%
PCA
204
Prosperity Capital Advisors
Ohio
$200K -$38K -846 -16%
PMAM
205
Picton Mahoney Asset Management
Ontario, Canada
$194K +$123K +2,740 +165%
AWM
206
Avior Wealth Management
Nebraska
$180K -$854 -19 -0.5%
BCWM
207
Bartlett & Co Wealth Management
Ohio
$179K
BC
208
Bartlett & Co
Ohio
$179K
FAM
209
Family Asset Management
South Carolina
$177K -$47K -1,046 -21%
FWP
210
FAS Wealth Partners
Kansas
$176K -$46.6K -1,037 -21%
MA
211
Montag & Associates
Georgia
$169K +$85.9K +1,912 +100%
GRP
212
Global Retirement Partners
California
$161K -$10.8K -240 -6%
US Bancorp
213
US Bancorp
Minnesota
$154K +$10.9K +243 +7%
IWA
214
Icon Wealth Advisors
Texas
$153K +$156K +3,468 New
IRC
215
Investors Research Corp
Georgia
$135K
HCM
216
Hollencrest Capital Management
California
$132K
KFS
217
Kelly Financial Services
Massachusetts
$128K +$129K +2,882 +11,528%
TSWM
218
Tyler-Stone Wealth Management
Ohio
$126K +$539 +12 +0.4%
GIA
219
Goodwin Investment Advisory
Georgia
$125K -$155K -3,454 -55%
WP
220
WealthShield Partners
North Carolina
$121K -$76.9K -1,712 -38%
WTC
221
WhitTier Trust Company
Nevada
$121K
BAM
222
Bellevue Asset Management
Washington
$119K -$1.03K -23 -0.8%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$102K
SWA
224
SOA Wealth Advisors
New York
$101K -$9.84K -219 -9%
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$90.6K