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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$470K -$9.24K -204 -2%
B
52
Barings
North Carolina
$458K
WKWM
53
Walter & Keenan Wealth Management
Indiana
$458K
JMPWA
54
JP Morgan Private Wealth Advisors
California
$453K -$4.53K -100 -0.9%
SHGA
55
Sand Hill Global Advisors
California
$452K +$513K +11,335 New
PFPT
56
Pinnacle Financial Partners (Tennessee)
Tennessee
$408K -$672K -14,832 -59%
PWW
57
Pettyjohn Wood & White
Virginia
$406K
SB
58
Suntrust Banks
Georgia
$401K -$126K -2,786 -22%
BA
59
Ballew Advisors
Mississippi
$397K +$7.11K +157 +2%
CFA
60
Carroll Financial Associates
North Carolina
$348K -$35.1K -775 -8%
PP
61
Patten & Patten
Tennessee
$344K +$13.6K +300 +4%
PA
62
Parallel Advisors
California
$325K -$35.9K -793 -9%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$305K -$48.9K -1,080 -12%
LFAS
64
Level Four Advisory Services
Texas
$303K -$13.7K -302 -4%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$25.5K -563 -8%
CFGS
66
Concourse Financial Group Securities
Alabama
$276K +$312K +6,878 +12,737%
William Blair & Company
67
William Blair & Company
Illinois
$269K -$273K -6,033 -47%
ASN
68
Advisory Services Network
Georgia
$259K -$1.02M -22,604 -78%
LPIC
69
LeJeune Puetz Investment Counsel
Michigan
$255K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$246K -$16.9K -372 -6%
EAM
71
Evanson Asset Management
California
$243K
VWA
72
V Wealth Advisors
Kansas
$235K -$20.9K -462 -8%
Citigroup
73
Citigroup
New York
$230K +$75.9K +1,675 +41%
TFF
74
The Family Firm
Maryland
$225K +$256K +5,657 New
FHA
75
First Horizon Advisors
Tennessee
$220K +$362 +8 +0.1%