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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$549K
WKWM
52
Walter & Keenan Wealth Management
Indiana
$537K -$97.8K -2,200 -16%
BAM
53
Baring Asset Management
United Kingdom
$523K -$1.53M -34,405 -75%
PWW
54
Pettyjohn Wood & White
Virginia
$461K -$40K -900 -8%
FWM
55
Frontier Wealth Management
Missouri
$456K
SWP
56
Stratos Wealth Partners
Ohio
$451K +$98.8K +2,222 +29%
SCM
57
Schnieders Capital Management
California
$448K +$23.4K +525 +6%
CFA
58
Carroll Financial Associates
North Carolina
$432K +$17.6K +395 +4%
WIC
59
Woodmont Investment Counsel
Tennessee
$404K -$338K -7,600 -46%
NPC
60
National Planning Corporation
California
$393K -$56.2K -1,264 -13%
PP
61
Patten & Patten
Tennessee
$380K -$15.6K -350 -4%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$355K -$4.54K -102 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$349K +$315K +7,090 +1,202%
GA
64
Greytown Advisors
Florida
$333K
SPC
65
Sigma Planning Corp
Michigan
$322K -$746K -16,778 -70%
BPC
66
Banque Pictet & Cie
Switzerland
$296K -$401K -9,015 -58%
LPIC
67
LeJeune Puetz Investment Counsel
Michigan
$292K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$291K +$284K +6,379 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$289K +$21.6K +485 +8%
PA
70
Parallel Advisors
California
$277K +$4.45K +100 +2%
DC
71
Davenport & Co
Virginia
$277K -$70.2K -1,578 -21%
LFAS
72
Level Four Advisory Services
Texas
$268K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$242K +$8.23K +185 +4%
AG
74
Advisor Group
Arizona
$240K -$492K -11,065 -68%
AFP
75
Ausdal Financial Partners
Iowa
$230K +$4.45K +100 +2%