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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
$653K +$117K +3,480 +22%
NSIM
52
North Star Investment Management
Illinois
$629K
SFP
53
Sweet Financial Partners
Minnesota
$544K +$200K +5,950 +59%
CAM
54
Cresset Asset Management
Illinois
$532K +$528K +15,707 New
Creative Planning
55
Creative Planning
Kansas
$510K +$90.8K +2,702 +22%
CA
56
CoreCap Advisors
Michigan
$507K +$504K +14,992 New
Stifel Financial
57
Stifel Financial
Missouri
$500K +$73.4K +2,184 +17%
TCA
58
Transcend Capital Advisors
New Jersey
$494K
Mariner
59
Mariner
Kansas
$489K +$44K +1,309 +10%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$464K -$49.9K -1,486 -10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$462K +$80.7K +2,401 +21%
CP
62
Camelot Portfolios
Ohio
$453K +$449K +13,370 New
IFG
63
Independent Financial Group
California
$438K +$434K +12,925 New
WMP
64
Wealth Management Partners
Arizona
$424K +$44.3K +1,318 +12%
PWMA
65
Pension & Wealth Management Advisors
Massachusetts
$414K +$411K +12,244 New
WS
66
Wedbush Securities
California
$379K +$376K +11,193 New
VWM
67
Venturi Wealth Management
Texas
$376K +$373K +11,107 New
AAS
68
Avantax Advisory Services
Texas
$362K +$4.97K +148 +1%
GS
69
GTS Securities
Florida
$358K +$356K +10,584 New
TCM
70
Triumph Capital Management
Colorado
$355K -$56.9K -1,694 -14%
MGIA
71
Moneta Group Investment Advisors
Missouri
$355K +$129K +3,846 +58%
PP
72
Patten & Patten
Tennessee
$351K +$10.1K +300 +3%
NA
73
NewEdge Advisors
Louisiana
$344K +$97.7K +2,908 +40%
HH
74
Hilltop Holdings
Texas
$341K +$65.2K +1,941 +24%
OC
75
Oppenheimer & Co
New York
$338K -$32.8K -976 -9%