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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$435K +$54.8K +1,623 +14%
SFSG
27
Stearns Financial Services Group
North Carolina
$414K +$60.4K +1,790 +16%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$413K -$159K -4,702 -27%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$395K +$43.8K +1,298 +12%
Truist Financial
30
Truist Financial
North Carolina
$340K +$39.8K +1,178 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$339K -$89.2K -2,644 -20%
Ameriprise
32
Ameriprise
Minnesota
$338K -$767K -22,742 -69%
PP
33
Patten & Patten
Tennessee
$314K
AA
34
AlphaMark Advisors
Kentucky
$311K -$5.06K -150 -2%
ECA
35
Elevated Capital Advisors
Utah
$310K +$24.7K +732 +11%
CFGS
36
Concourse Financial Group Securities
Alabama
$308K +$25.6K +760 +9%
NFG
37
Next Financial Group
Texas
$299K +$20K +594 +7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$284K -$36.1K -1,071 -11%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$282K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$276K -$303K -8,987 -52%
PWW
41
Pettyjohn Wood & White
Virginia
$262K -$6.75K -200 -2%
BA
42
Ballew Advisors
Mississippi
$250K +$19K +562 +9%
Stifel Financial
43
Stifel Financial
Missouri
$208K +$10K +297 +5%
FAAS
44
First Allied Advisory Services
California
$201K -$3.38K -100 -2%
EAM
45
Evanson Asset Management
California
$200K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$187K -$6.31K -187 -3%
ASN
47
Advisory Services Network
Georgia
$180K +$185K +5,483 New
FHA
48
First Horizon Advisors
Tennessee
$163K -$3.34K -99 -2%
CFA
49
Carroll Financial Associates
North Carolina
$153K
Franklin Resources
50
Franklin Resources
California
$125K