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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$585K -$193K -5,920 -25%
TFF
27
The Family Firm
Maryland
$552K +$146K +4,461 +38%
JIC
28
Joel Isaacson & Co
New York
$535K
TCA
29
Transcend Capital Advisors
New Jersey
$490K
Goldman Sachs
30
Goldman Sachs
New York
$450K -$25.1K -769 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$440K +$53K +1,626 +14%
Creative Planning
32
Creative Planning
Kansas
$394K +$380K +11,656 New
SFSG
33
Stearns Financial Services Group
North Carolina
$367K +$354K +10,853 New
JMPWA
34
JP Morgan Private Wealth Advisors
California
$364K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$330K -$48.4K -1,484 -13%
AA
36
AlphaMark Advisors
Kentucky
$326K -$26.1K -800 -8%
PP
37
Patten & Patten
Tennessee
$324K +$57.1K +1,750 +22%
Truist Financial
38
Truist Financial
North Carolina
$312K +$301K +9,220 New
CFGS
39
Concourse Financial Group Securities
Alabama
$293K +$27.7K +850 +11%
NFG
40
Next Financial Group
Texas
$289K +$61K +1,871 +28%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$282K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$281K +$14.1K +433 +5%
PAG
43
Private Advisor Group
New Jersey
$281K +$17K +522 +7%
PWW
44
Pettyjohn Wood & White
Virginia
$277K -$26.1K -800 -9%
TRCT
45
Tower Research Capital (TRC)
New York
$241K -$1.27M -38,784 -84%
NRS
46
Neville Rodie & Shaw
New York
$232K -$24.5K -750 -10%
ECA
47
Elevated Capital Advisors
Utah
$232K +$216K +6,609 New
OIA
48
OneDigital Investment Advisors
Kansas
$211K +$203K +6,232 New
FAAS
49
First Allied Advisory Services
California
$211K +$204K +6,240 New
BA
50
Ballew Advisors
Mississippi
$209K +$214K +6,568 New