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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$588K +$3.07K +60 +0.5%
WKWM
52
Walter & Keenan Wealth Management
Indiana
$564K +$63.9K +1,250 +12%
B
53
Barings
North Carolina
$563K
JMPWA
54
JP Morgan Private Wealth Advisors
California
$562K -$27.7K -541 -5%
SPC
55
Sigma Planning Corp
Michigan
$547K +$208K +4,067 +57%
PWW
56
Pettyjohn Wood & White
Virginia
$500K +$14.1K +275 +3%
FWM
57
Frontier Wealth Management
Missouri
$490K
TSS
58
Two Sigma Securities
New York
$448K +$148K +2,903 +47%
CFA
59
Carroll Financial Associates
North Carolina
$447K
PA
60
Parallel Advisors
California
$439K +$25.7K +502 +6%
AWM
61
Avitas Wealth Management
California
$433K +$1.18K +23 +0.3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$429K +$59.6K +1,165 +15%
SCM
63
Schnieders Capital Management
California
$428K -$7.67K -150 -2%
PP
64
Patten & Patten
Tennessee
$408K
LFAS
65
Level Four Advisory Services
Texas
$387K +$1.28K +25 +0.3%
BA
66
Ballew Advisors
Mississippi
$376K +$665 +13 +0.2%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$91.2K +1,784 +31%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$354K +$369K +7,217 New
FT
69
Fiduciary Trust
Massachusetts
$344K
Goldman Sachs
70
Goldman Sachs
New York
$324K +$338K +6,611 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$320K +$18.9K +369 +6%
IA
72
IFP Advisors
Florida
$315K -$52.9K -1,035 -14%
LPIC
73
LeJeune Puetz Investment Counsel
Michigan
$314K
SPIA
74
Steward Partners Investment Advisory
New York
$313K +$21K +410 +7%
DC
75
Davenport & Co
Virginia
$308K +$6.13K +120 +2%