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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$113K +$6.24K +131 +6%
PS
202
Principal Securities
Iowa
$111K
LFG
203
Larson Financial Group
Missouri
$111K +$62.1K +1,303 +138%
GWM
204
Geneos Wealth Management
Colorado
$106K +$75.1K +1,575 +274%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$97.7K +$37.8K +794 +67%
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$96.4K
MPCG
207
Matrix Private Capital Group
New York
$93.2K
PA
208
Pineridge Advisors
Missouri
$84.2K +$572 +12 +0.7%
IA
209
IFP Advisors
Florida
$81.6K +$667 +14 +0.9%
WP
210
WealthShield Partners
North Carolina
$77.3K +$47.2K +990 +172%
SWA
211
SOA Wealth Advisors
New York
$72.3K +$477 +10 +0.7%
VWWMG
212
Vermillion & White Wealth Management Group
Pennsylvania
$60.4K -$4.62K -97 -7%
NEWAS
213
N.E.W. Advisory Services
Wisconsin
$57.3K +$55.4K +1,163 New
AEPWM
214
Atlantic Edge Private Wealth Management
Florida
$56.2K
S
215
SignatureFD
Georgia
$54.2K
RDFA
216
Ritter Daniher Financial Advisory
Ohio
$51.8K
PAG
217
Paladin Advisory Group
Iowa
$50.5K
NB
218
NBT Bank
New York
$49.4K -$5.96K -125 -11%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.3K
AF
220
Allworth Financial
California
$48.9K
PA
221
Parallel Advisors
California
$47.2K
HWA
222
HHM Wealth Advisors
Tennessee
$41.9K
HI
223
Harbour Investments
Wisconsin
$41.8K
SIS
224
Sound Income Strategies
Florida
$41.5K
CA
225
Clearstead Advisors
Ohio
$41.4K +$238 +5 +0.6%