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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$586K +$570K +11,888 New
JMPWA
52
JP Morgan Private Wealth Advisors
California
$579K -$14.4K -300 -2%
B
53
Barings
North Carolina
$566K +$551K +11,491 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$558K +$138K +2,881 +34%
FWM
55
Frontier Wealth Management
Missouri
$493K
WKWM
56
Walter & Keenan Wealth Management
Indiana
$493K
PWW
57
Pettyjohn Wood & White
Virginia
$479K -$9.6K -200 -2%
ASN
58
Advisory Services Network
Georgia
$476K +$463K +9,657 New
MFG
59
Merit Financial Group
Georgia
$468K +$456K +9,496 New
AG
60
Advisor Group
Arizona
$456K +$137K +2,852 +45%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$455K -$161K -3,345 -27%
SCM
62
Schnieders Capital Management
California
$454K +$1.2K +25 +0.3%
CFA
63
Carroll Financial Associates
North Carolina
$426K -$7.96K -166 -2%
LFAS
64
Level Four Advisory Services
Texas
$423K -$8.01K -167 -2%
PP
65
Patten & Patten
Tennessee
$411K
SPIA
66
Steward Partners Investment Advisory
New York
$405K +$4.51K +94 +1%
FHA
67
First Horizon Advisors
Tennessee
$400K -$312K -6,505 -45%
BA
68
Ballew Advisors
Mississippi
$378K +$368K +7,672 New
WIC
69
Woodmont Investment Counsel
Tennessee
$349K -$60K -1,250 -15%
PA
70
Parallel Advisors
California
$348K -$33.4K -697 -9%
CAN
71
Claraphi Advisory Network
United States
$346K +$337K +7,017 New
SPC
72
Sigma Planning Corp
Michigan
$322K -$6.53K -136 -2%
BPC
73
Banque Pictet & Cie
Switzerland
$320K
LPIC
74
LeJeune Puetz Investment Counsel
Michigan
$315K
DC
75
Davenport & Co
Virginia
$310K