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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
201
Matrix Private Capital Group
New York
$87.6K – – –
FFA
202
Farther Finance Advisors
California
$79.4K -$5.18K -110 -6%
PA
203
Pineridge Advisors
Missouri
$78.7K -$4.71K -100 -6%
VWM
204
Valley Wealth Managers
New Jersey
$76K – – –
WP
205
WealthShield Partners
North Carolina
$73.1K +$47.1K +1,000 +173%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$71.8K -$9.42K -200 -11%
SWA
207
SOA Wealth Advisors
New York
$67K +$518 +11 +0.8%
VWWMG
208
Vermillion & White Wealth Management Group
Pennsylvania
$61.3K – – –
BBHC
209
Brown Brothers Harriman & Co
New York
$60.3K +$61.3K +1,301 New
PS
210
Planned Solutions
California
$55.4K +$56.3K +1,195 New
NB
211
NBT Bank
New York
$53.9K -$1.18K -25 -2%
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$52.8K – – –
AF
213
Allworth Financial
California
$51.8K +$330 +7 +0.6%
S
214
SignatureFD
Georgia
$51K – – –
NS
215
NBC Securities
Alabama
$49K – – –
RDFA
216
Ritter Daniher Financial Advisory
Ohio
$48.7K +$49.5K +1,050 New
PAG
217
Paladin Advisory Group
Iowa
$47.5K – – –
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K +$47.1K +1,000 New
PA
219
Parallel Advisors
California
$44.4K – – –
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$43.8K +$5.46K +116 +15%
LFG
221
Larson Financial Group
Missouri
$43.4K +$188 +4 +0.4%
HWA
222
HHM Wealth Advisors
Tennessee
$39.3K – – –
SIS
223
Sound Income Strategies
Florida
$39K – – –
CA
224
Clearstead Advisors
Ohio
$38.4K +$283 +6 +0.7%
FMP
225
Financial Management Professionals
Texas
$38K +$30.1K +639 +345%
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9
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