We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.34M +$170K +3,268 +13%
WWM
27
Western Wealth Management
Colorado
$1.29M +$2.29K +44 +0.2%
NFC
28
Northeast Financial Consultants
Connecticut
$1.2M
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.2M +$185K +3,564 +16%
TPSF
30
Texas Permanent School Fund
Texas
$1.11M
WP
31
WealthShield Partners
North Carolina
$973K +$509K +9,800 +93%
Stifel Financial
32
Stifel Financial
Missouri
$892K +$90.7K +1,746 +10%
NSIM
33
North Star Investment Management
Illinois
$887K
TFF
34
The Family Firm
Maryland
$866K -$78.1K -1,503 -8%
AWS
35
Atria Wealth Solutions
New York
$865K +$40.5K +779 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$787K -$4.26K -82 -0.5%
JIC
37
Joel Isaacson & Co
New York
$756K
TCA
38
Transcend Capital Advisors
New Jersey
$692K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$686K +$135K +2,594 +22%
EH
40
Equitable Holdings
New York
$674K -$104K -1,993 -12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$630K -$3.64K -70 -0.5%
JP Morgan Chase
42
JP Morgan Chase
New York
$628K -$1.35K -26 -0.2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$574K -$39.4K -759 -6%
IA
44
IFP Advisors
Florida
$538K -$24K -462 -4%
Creative Planning
45
Creative Planning
Kansas
$493K +$208 +4 +0%
CA
46
Cetera Advisors
Colorado
$485K +$20.9K +402 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$473K +$520 +10 +0.1%
SCA
48
Snowden Capital Advisors
New York
$469K -$58.9K -1,134 -10%
PP
49
Patten & Patten
Tennessee
$458K
CIAS
50
Capital Investment Advisory Services
North Carolina
$436K +$13.4K +258 +3%