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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.46M +$1.02M +16,038 +38%
Goldman Sachs
27
Goldman Sachs
New York
$3.25M -$1.81M -28,596 -34%
Truist Financial
28
Truist Financial
North Carolina
$3.08M +$2.73M +43,104 +466%
WDL
29
Well Done LLC
Michigan
$2.87M +$1.01M +15,939 +49%
CAN
30
Cetera Advisor Networks
California
$2.82M +$2.5M +39,489 +469%
SI
31
Stephens Inc
Arkansas
$2.58M -$731K -11,542 -21%
AFS
32
Aft Forsyth & Sober
Florida
$2.36M
AWS
33
Atria Wealth Solutions
New York
$2.35M +$2.53M +39,954 New
HighTower Advisors
34
HighTower Advisors
Illinois
$2.31M +$49.8K +786 +2%
BCM
35
BTR Capital Management
California
$2.19M -$87.6K -1,383 -4%
CWM
36
C2C Wealth Management
Arizona
$1.99M
CAM
37
Carret Asset Management
New York
$1.81M +$87.8K +1,385 +5%
WWM
38
Western Wealth Management
Colorado
$1.59M +$1.71M +27,022 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.55M -$6M -94,635 -78%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.53M +$1.65M +26,039 New
Creative Planning
41
Creative Planning
Kansas
$1.38M +$144K +2,274 +11%
AWM
42
AE Wealth Management
Kansas
$1.31M -$775K -12,229 -35%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.31M +$63.7K +1,006 +5%
CA
44
Cetera Advisors
Colorado
$1.3M +$266K +4,203 +23%
TFA
45
Teamwork Financial Advisors
Texas
$1.27M -$775K -12,229 -36%
AI
46
Atria Investments
North Carolina
$1.24M +$283K +4,468 +27%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.19M -$2.61M -41,153 -67%
WB
48
WesBanco Bank
West Virginia
$1.15M
TFF
49
The Family Firm
Maryland
$1.13M +$5.07K +80 +0.4%
NSIM
50
North Star Investment Management
Illinois
$1.09M +$8.55K +135 +0.7%