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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Carret Asset Management
New York
$1.35M -$78.5K -1,600 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.25M -$2.97M -60,416 -70%
AWS
28
Atria Wealth Solutions
New York
$1.15M +$294K +5,990 +33%
Stifel Financial
29
Stifel Financial
Missouri
$1.1M +$219K +4,461 +24%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.09M +$815K +16,600 +268%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.04M +$265K +5,401 +33%
TPSF
32
Texas Permanent School Fund
Texas
$881K -$229K -4,661 -20%
TFF
33
The Family Firm
Maryland
$881K +$17K +347 +2%
NSIM
34
North Star Investment Management
Illinois
$879K -$5.89K -120 -0.6%
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$838K +$863K +17,588 New
JMPWA
36
JP Morgan Private Wealth Advisors
California
$797K -$415K -8,460 -34%
JIC
37
Joel Isaacson & Co
New York
$754K
TCA
38
Transcend Capital Advisors
New Jersey
$740K +$50.5K +1,029 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$726K +$262K +5,329 +54%
WP
40
WealthShield Partners
North Carolina
$712K -$267K -5,440 -27%
Mariner
41
Mariner
Kansas
$638K +$658K +13,401 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$549K -$24K -488 -4%
Renaissance Technologies
43
Renaissance Technologies
New York
$534K +$550K +11,200 New
Jane Street
44
Jane Street
New York
$523K +$133K +2,713 +33%
Creative Planning
45
Creative Planning
Kansas
$506K +$14.9K +304 +3%
JP Morgan Chase
46
JP Morgan Chase
New York
$500K -$130K -2,648 -20%
CA
47
Cetera Advisors
Colorado
$495K +$11.4K +232 +2%
PP
48
Patten & Patten
Tennessee
$479K +$23.6K +480 +5%
IA
49
IFP Advisors
Florida
$461K -$71.6K -1,459 -14%
SCA
50
Snowden Capital Advisors
New York
$449K -$19.6K -400 -4%