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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Joel Isaacson & Co
New York
$718K
UR
52
USCA RIA
Texas
$606K +$541K +13,357 New
SC
53
Scotia Capital
Ontario, Canada
$581K +$177K +4,378 +52%
AI
54
Atria Investments
North Carolina
$552K +$493K +12,171 New
JMPWA
55
JP Morgan Private Wealth Advisors
California
$533K +$17.6K +435 +4%
PWW
56
Pettyjohn Wood & White
Virginia
$496K +$6.07K +150 +1%
CA
57
Cetera Advisors
Colorado
$496K +$439K +10,848 New
NPC
58
National Planning Corporation
California
$484K +$432K +10,670 New
SIC
59
Salem Investment Counselors
North Carolina
$462K +$412K +10,170 New
FWM
60
Frontier Wealth Management
Missouri
$454K +$405K +10,000 New
WKWM
61
Walter & Keenan Wealth Management
Indiana
$454K +$405K +10,000 New
SI
62
SII Investments
Wisconsin
$453K +$114K +2,821 +39%
Citadel Advisors
63
Citadel Advisors
Florida
$425K -$855K -21,116 -69%
PAG
64
Private Advisor Group
New Jersey
$424K +$29.3K +724 +8%
PP
65
Patten & Patten
Tennessee
$394K
DC
66
Davenport & Co
Virginia
$378K +$337K +8,338 New
CFA
67
Carroll Financial Associates
North Carolina
$377K
CS
68
Comerica Securities
Michigan
$376K +$435K +10,747 New
GA
69
Greytown Advisors
Florida
$331K +$296K +7,303 New
LPIC
70
LeJeune Puetz Investment Counsel
Michigan
$318K +$283K +7,000 New
BTS
71
BB&T Securities
Virginia
$296K
AG
72
Advisor Group
Arizona
$292K +$115K +2,833 +78%
IA
73
IFP Advisors
Florida
$278K +$9.59K +237 +4%
FHA
74
First Horizon Advisors
Tennessee
$250K
SWP
75
Stratos Wealth Partners
Ohio
$236K +$210K +5,192 New