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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$442K +$7.22K +147 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$410K +$165K +3,370 +64%
NRS
53
Neville Rodie & Shaw
New York
$391K
RBFC
54
Roman Butler Fullerton & Co
Missouri
$387K +$380K +7,742 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$381K +$1.18K +24 +0.3%
VCM
56
Viewpoint Capital Management
Washington
$381K
AR
57
Apeiron RIA
Texas
$358K
MCC
58
Money Concepts Capital
Florida
$351K +$362K +7,372 New
AAS
59
Avantax Advisory Services
Texas
$349K +$77.2K +1,572 +27%
NFC
60
Northeast Financial Consultants
Connecticut
$343K -$884K -18,000 -71%
WWM
61
Western Wealth Management
Colorado
$335K -$984K -20,040 -74%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$314K +$324K +6,596 New
Franklin Resources
63
Franklin Resources
California
$311K
CPIG
64
Chicago Partners Investment Group
Illinois
$290K +$18.1K +369 +7%
PWW
65
Pettyjohn Wood & White
Virginia
$286K
BA
66
Ballew Advisors
Mississippi
$277K
FHA
67
First Horizon Advisors
Tennessee
$275K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$267K
MML Investors Services
69
MML Investors Services
Massachusetts
$262K -$6.48K -132 -2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$34.5K +702 +17%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$235K +$10.6K +215 +5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$234K
SPC
73
Sigma Planning Corp
Michigan
$226K -$28.9K -588 -11%
BRWA
74
B. Riley Wealth Advisors
Florida
$224K +$231K +4,698 New
TFS
75
Thoroughbred Financial Services
Tennessee
$220K +$1.23K +25 +0.5%