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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Valmark Advisers
Ohio
$202K -$32.2K -717 -14%
LF
202
Lantz Financial
Illinois
$202K -$315 -7 -0.2%
PCA
203
Prosperity Capital Advisors
Ohio
$200K -$38K -846 -16%
PMAM
204
Picton Mahoney Asset Management
Ontario, Canada
$194K +$123K +2,740 +165%
AWM
205
Avior Wealth Management
Nebraska
$180K -$854 -19 -0.5%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$179K – – –
BC
207
Bartlett & Co
Ohio
$179K – – –
FAM
208
Family Asset Management
South Carolina
$177K -$47K -1,046 -21%
FWP
209
FAS Wealth Partners
Kansas
$176K -$46.6K -1,037 -21%
MA
210
Montag & Associates
Georgia
$169K +$85.9K +1,912 +100%
GRP
211
Global Retirement Partners
California
$161K -$10.8K -240 -6%
US Bancorp
212
US Bancorp
Minnesota
$154K +$10.9K +243 +7%
IWA
213
Icon Wealth Advisors
Texas
$153K +$156K +3,468 New
IRC
214
Investors Research Corp
Georgia
$135K – – –
HCM
215
Hollencrest Capital Management
California
$132K – – –
KFS
216
Kelly Financial Services
Massachusetts
$128K +$129K +2,882 +11,528%
TSWM
217
Tyler-Stone Wealth Management
Ohio
$126K +$539 +12 +0.4%
GIA
218
Goodwin Investment Advisory
Georgia
$125K -$155K -3,454 -55%
WP
219
WealthShield Partners
North Carolina
$121K -$76.9K -1,712 -38%
WTC
220
WhitTier Trust Company
Nevada
$121K – – –
BAM
221
Bellevue Asset Management
Washington
$119K -$1.03K -23 -0.8%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$102K – – –
SWA
223
SOA Wealth Advisors
New York
$101K -$9.84K -219 -9%
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$90.6K – – –
PA
225
Pineridge Advisors
Missouri
$89.8K +$91.5K +2,036 New