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iShares US Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$154M +$47.6M +1,017,787 +45%
BTS
2
BB&T Securities
Virginia
$91.8M +$1.35M +28,792 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M +$33M +705,212 +73%
Bank of America
4
Bank of America
North Carolina
$71M +$17.1M +366,187 +32%
UCFA
5
United Capital Financial Advisors
Texas
$52.7M +$9.01M +192,562 +21%
NA
6
Navellier & Associates
Nevada
$43.3M +$34.1M +727,914 +379%
AssetMark Inc
7
AssetMark Inc
California
$41.6M +$41.4M +883,996 New
PI
8
Placemark Investments
Illinois
$39.8M +$14.1M +301,301 +55%
BFA
9
Beaumont Financial Advisors
Massachusetts
$26.8M +$26.6M +568,960 New
TFA
10
Transamerica Financial Advisors
Florida
$25.9M +$7.88M +168,310 +44%
Morgan Stanley
11
Morgan Stanley
New York
$24.8M +$497K +10,625 +2%
FSIM
12
F-Squared Investment Management
Massachusetts
$22.6M +$3.17M +67,798 +16%
ANTB
13
AMG National Trust Bank
Colorado
$19.5M +$1.27M +27,188 +7%
Goldman Sachs
14
Goldman Sachs
New York
$18.7M +$12.2M +259,726 +190%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14.6M +$7.48M +159,939 +106%
AI
16
Atria Investments
North Carolina
$14.1M +$2.38M +50,900 +21%
LPL Financial
17
LPL Financial
California
$13.8M +$686K +14,662 +5%
SAM
18
Shamrock Asset Management
Texas
$12.4M -$1.16M -24,696 -9%
Wells Fargo
19
Wells Fargo
California
$9.86M +$2M +42,713 +26%
PFS
20
Prospera Financial Services
Texas
$9.65M +$1.52M +32,515 +19%
HP
21
HT Partners
Connecticut
$9.37M +$3.47M +74,042 +59%
U
22
UBS
Switzerland
$8.61M +$114K +2,438 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.73M -$2.19M -46,781 -28%
V
24
Veritable
Delaware
$5.2M
WI
25
WrapManager Inc
California
$4.9M +$1.35M +28,884 +39%