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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$400K +$124K +2,891 +26%
TFF
27
The Family Firm
Maryland
$343K +$183K +4,271 +56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$329K -$413K -9,664 -46%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$325K -$57.8K -1,352 -11%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$311K -$34.2K -800 -7%
AA
31
AlphaMark Advisors
Kentucky
$302K
EFSCE
32
Enterprise Financial Services Corp (EFSC)
Missouri
$290K +$34.4K +804 +9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$282K
IP
34
Isthmus Partners
Wisconsin
$278K +$411K +9,600 New
AIC
35
Ameritas Investment Company
Nebraska
$269K +$294K +6,881 +226%
CA
36
Cetera Advisors
Colorado
$263K -$53.5K -1,250 -12%
PWW
37
Pettyjohn Wood & White
Virginia
$260K -$34.2K -800 -8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$228K -$160K -3,734 -32%
PP
39
Patten & Patten
Tennessee
$227K
CFGS
40
Concourse Financial Group Securities
Alabama
$226K +$941 +22 +0.3%
PAG
41
Private Advisor Group
New Jersey
$225K -$195K -4,563 -37%
WIC
42
Woodmont Investment Counsel
Tennessee
$220K -$85.6K -2,000 -21%
NRS
43
Neville Rodie & Shaw
New York
$220K -$37.4K -875 -10%
NFG
44
Next Financial Group
Texas
$193K +$63.5K +1,483 +29%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$175K +$22.3K +521 +9%
LPIC
46
LeJeune Puetz Investment Counsel
Michigan
$172K
FHA
47
First Horizon Advisors
Tennessee
$146K +$43 +1 +0%
William Blair & Company
48
William Blair & Company
Illinois
$139K -$49.1K -1,148 -19%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$109K -$6.81M -159,122 -98%
SF
50
Synovus Financial
Georgia
$100K +$45.5K +1,064 +44%