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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
201
EQ LLC
Washington
$289K -$89.3K -1,574 -26%
RIA
202
Regal Investment Advisors
Michigan
$288K +$252K +4,447 New
GIA
203
Gladstone Institutional Advisory
Florida
$284K -$149K -2,624 -37%
CKAIS
204
Christensen King & Associates Investment Services
Washington
$280K +$681 +12 +0.3%
MHR
205
Matthew Hamilton Rosenberg
$275K -$9.53K -168 -4%
ACA
206
Aptus Capital Advisors
Alabama
$273K -$20.1K -355 -8%
TC
207
Trilogy Capital
California
$273K +$239K +4,209 New
FWP
208
FAS Wealth Partners
Kansas
$272K +$1.02K +18 +0.4%
MBI
209
May Barnhard Investments
Maryland
$272K +$238K +4,202 New
LF
210
Lantz Financial
Illinois
$272K +$238K +4,193 New
USCWA
211
U.S. Capital Wealth Advisors
Texas
$271K +$238K +4,190 New
ASN
212
Advisory Services Network
Georgia
$271K +$237K +4,180 New
LPAM
213
Lodestar Private Asset Management
California
$269K +$235K +4,148 New
GWM
214
Greenwich Wealth Management
Connecticut
$266K +$233K +4,110 New
MCC
215
Money Concepts Capital
Florida
$260K +$228K +4,018 New
HSWM
216
Hubbell Strickland Wealth Management
Louisiana
$257K +$225K +3,964 New
PCIA
217
Prime Capital Investment Advisors
Kansas
$252K +$220K +3,888 New
HFP
218
Holistic Financial Partners
Indiana
$250K +$219K +3,867 New
SFWA
219
Summit Financial Wealth Advisors
Louisiana
$250K +$219K +3,862 New
IFG
220
Independent Financial Group
California
$248K +$217K +3,822 New
P
221
&Partners
Tennessee
$245K -$43.7K -770 -17%
KWA
222
Kingswood Wealth Advisors
California
$244K +$214K +3,769 New
SF
223
Summit Financial
New Jersey
$242K +$212K +3,741 New
CL
224
Choreo LLC
Illinois
$241K +$211K +3,726 New
MBT
225
Montecito Bank & Trust
California
$241K +$211K +3,726 New
7 8
9
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