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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$643K -$167K -4,641 -20%
NSIM
52
North Star Investment Management
Illinois
$621K -$3.6K -100 -0.5%
CFSG
53
Community Financial Services Group
Vermont
$621K +$665K +18,471 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$615K -$35.6K -989 -5%
CWM
55
C2C Wealth Management
Arizona
$602K -$205K -5,700 -24%
HighTower Advisors
56
HighTower Advisors
Illinois
$600K -$2.31M -64,295 -78%
SFP
57
Sweet Financial Partners
Minnesota
$548K +$9.18K +255 +2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$519K +$354K +9,844 +201%
IFG
59
Independent Financial Group
California
$498K +$68.4K +1,900 +15%
TCA
60
Transcend Capital Advisors
New Jersey
$491K
SFS
61
Sowell Financial Services
Arkansas
$478K +$505K +14,026 New
CCFCSB
62
Cape Cod Five Cents Savings Bank
Massachusetts
$476K +$170K +4,723 +50%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$458K +$36 +1 +0%
Simplex Trading
64
Simplex Trading
Illinois
$457K -$347K -9,645 -41%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$449K -$11.9K -330 -2%
WMP
66
Wealth Management Partners
Arizona
$444K +$24.9K +691 +6%
CA
67
CoreCap Advisors
Michigan
$435K -$73.1K -2,032 -14%
Stifel Financial
68
Stifel Financial
Missouri
$418K -$83.9K -2,332 -16%
WS
69
Wedbush Securities
California
$376K
MGIA
70
Moneta Group Investment Advisors
Missouri
$366K +$14.8K +410 +4%
Creative Planning
71
Creative Planning
Kansas
$360K -$156K -4,331 -29%
VWM
72
Venturi Wealth Management
Texas
$353K -$21.7K -602 -5%
HH
73
Hilltop Holdings
Texas
$348K +$10.8K +300 +3%
PP
74
Patten & Patten
Tennessee
$348K
CCM
75
Coerente Capital Management
Ontario, Canada
$344K +$369K +10,250 New