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ícone de IAT

iShares US Regional Banks ETF
IAT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
KFP
126
Kerr Financial Planning
California
US$ 62,2 mil – – –
AmeriFlex Group
127
AmeriFlex Group
Nevada
US$ 58,2 mil +US$ 349 +6 +0,6%
Allworth Financial
128
Allworth Financial
California
US$ 51,8 mil -US$ 12,4 mil -213 -20%
SHP Wealth Management
129
SHP Wealth Management
Massachusetts
US$ 48,3 mil – – –
Spire Wealth Management
130
Spire Wealth Management
Virginia
US$ 45,1 mil – – –
Global Retirement Partners
131
Global Retirement Partners
California
US$ 44,8 mil +US$ 41,8 mil +720 Nova
Bartlett & Co Wealth Management
132
Bartlett & Co Wealth Management
Ohio
US$ 41,2 mil – – –
Ashton Thomas Private Wealth
133
Ashton Thomas Private Wealth
Arizona
US$ 34,7 mil – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
US$ 33,1 mil – – –
BWM
135
Bullock Wealth Management
Indiana
US$ 32,5 mil +US$ 116 +2 +0,4%
Quent Capital
136
Quent Capital
New York
US$ 27,7 mil – – –
Founders Financial Alliance
137
Founders Financial Alliance
North Carolina
US$ 24,6 mil -US$ 3,08 mil -53 -12%
Capital Investment Advisory Services
138
Capital Investment Advisory Services
North Carolina
US$ 24,5 mil – – –
Darwin Wealth Management
139
Darwin Wealth Management
Florida
US$ 24,4 mil +US$ 116 +2 +0,5%
Oakworth Capital
140
Oakworth Capital
Alabama
US$ 22,4 mil – – –
Bogart Wealth LLC
141
Bogart Wealth LLC
Virginia
US$ 21,8 mil – – –
Kilter Group
142
Kilter Group
New York
US$ 21,2 mil -US$ 28,8 mil -496 -59%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
US$ 20,3 mil +US$ 9,9 mil +170 +108%
Geneos Wealth Management
144
Geneos Wealth Management
Colorado
US$ 19,5 mil – – –
Caldwell Trust
145
Caldwell Trust
Florida
US$ 19 mil – – –
Register Financial Advisors
146
Register Financial Advisors
Georgia
US$ 18,7 mil -US$ 23,2 mil -400 -57%
Federation des caisses Desjardins du Quebec
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 18,7 mil – – –
Golden State Wealth Management
148
Golden State Wealth Management
California
US$ 18,2 mil +US$ 58 +1 +0,3%
O'Shaughnessy Asset Management
149
O'Shaughnessy Asset Management
Connecticut
US$ 17,6 mil -US$ 3,31 mil -57 -17%
Clearstead Advisors
150
Clearstead Advisors
Ohio
US$ 17,1 mil – – –
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