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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cadent Capital Advisors
Oklahoma
$3.53M +$2.09M +40,473 +137%
SWC
27
Spectrum Wealth Counsel
Indiana
$3.34M +$35.9K +694 +1%
IAA
28
Independent Advisor Alliance
North Carolina
$3.09M +$3.17M +61,416 New
MC
29
Martin & Co
Tennessee
$3.05M -$130K -2,525 -4%
ECG
30
Edge Capital Group
Georgia
$3M +$142K +2,739 +5%
CAG
31
Crestwood Advisors Group
Massachusetts
$2.96M -$34K -659 -1%
KIA
32
KCM Investment Advisors
California
$2.73M +$127K +2,462 +5%
CI
33
CX Institutional
Indiana
$2.71M -$306K -5,922 -10%
NFG
34
Norris Financial Group
South Carolina
$2.44M +$2.51M +48,514 New
BPC
35
Banque Pictet & Cie
Switzerland
$2.41M +$2.47M +47,855 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.17M +$754K +14,599 +51%
SC
37
Scotia Capital
Ontario, Canada
$2.16M +$2.22M +42,975 New
ASN
38
Advisory Services Network
Georgia
$2.11M +$2.17M +41,912 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$2.08M +$350K +6,774 +20%
TF
40
Tudor Financial
Ohio
$2M +$2.05M +39,727 New
AWS
41
Atria Wealth Solutions
New York
$1.71M +$1.23M +23,769 +232%
BF
42
bLong Financial
Tennessee
$1.67M +$1.71M +33,127 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$168K -3,255 -9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.55M -$12K -233 -0.7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.52M -$369K -7,137 -19%
TFF
46
The Family Firm
Maryland
$1.47M -$87.7K -1,698 -5%
Marshall Wace
47
Marshall Wace
United Kingdom
$1.45M +$340K +6,587 +30%
CAM
48
Carret Asset Management
New York
$1.26M -$212K -4,110 -14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.27M +24,498 New
Mariner
50
Mariner
Kansas
$1.2M -$118K -2,285 -9%