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iShares US Energy ETF
IYE

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.6M -$2.04M -55,394 -4%
Bank of America
2
Bank of America
North Carolina
$40.5M -$37.1M -1,010,380 -44%
UBS Group
3
UBS Group
Switzerland
$18M +$6.31M +171,669 +42%
LPL Financial
4
LPL Financial
California
$10.1M -$1.23M -33,323 -9%
Wells Fargo
5
Wells Fargo
California
$9.61M +$1.27M +34,499 +13%
EC
6
Estate Counselors
Wisconsin
$9.35M -$551K -15,000 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.09M -$2M -54,403 -22%
ANTB
8
AMG National Trust Bank
Colorado
$5.65M -$3.43M -93,241 -34%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.24M +$1.52M +41,480 +33%
FWCM
10
Ferguson Wellman Capital Management
Oregon
$4.65M +$5.48M +149,180 New
Goldman Sachs
11
Goldman Sachs
New York
$3.34M +$278K +7,571 +8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3.26M +$2.68M +72,841 +229%
V
13
Veritable
Delaware
$3.08M -$102K -2,772 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$3.08M -$676K -18,381 -16%
BlackRock
15
BlackRock
New York
$3M -$1.08M -29,319 -23%
CCA
16
Conservest Capital Advisors
Pennsylvania
$2.62M -$1.94M -52,737 -39%
RCYC
17
Richard C. Young & Co
Rhode Island
$2.42M +$2.85M +77,577 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.42M -$1.58M -43,064 -36%
HNB
19
Huntington National Bank
Ohio
$2.38M – – –
SC
20
Scotia Capital
Ontario, Canada
$2.22M +$198K +5,391 +8%
Ameriprise
21
Ameriprise
Minnesota
$2.14M -$1.2M -32,580 -32%
RJA
22
Raymond James & Associates
Florida
$2.05M -$950K -25,838 -28%
UCFA
23
United Capital Financial Advisors
Texas
$1.92M -$7.59M -206,550 -77%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$1.9M +$2.22M +60,434 +14,562%
BC
25
Bartlett & Co
Ohio
$1.9M +$2.22M +60,434 +14,562%
1
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