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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$962K -$6.71M -133,854 -87%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$949K +$194K +3,876 +24%
AAM
53
Augustine Asset Management
Florida
$933K
IFG
54
Independent Financial Group
California
$863K -$41.4K -825 -4%
DWM
55
Dakota Wealth Management
Florida
$862K
AI
56
Atria Investments
North Carolina
$852K -$88.2K -1,759 -9%
HWMO
57
Heritage Wealth Management (Ohio)
Ohio
$832K
SPC
58
Sigma Planning Corp
Michigan
$829K -$41.8K -833 -4%
Millennium Management
59
Millennium Management
New York
$783K +$16.5K +329 +2%
D
60
Dentgroup
Louisiana
$736K +$1.15K +23 +0.1%
TCA
61
Transcend Capital Advisors
New Jersey
$676K
SI
62
Stephens Inc
Arkansas
$661K -$38.1K -760 -5%
SWC
63
Spectrum Wealth Counsel
Indiana
$551K -$2.74M -54,540 -82%
NSIM
64
North Star Investment Management
Illinois
$545K -$30.1K -600 -5%
AR
65
Apeiron RIA
Texas
$541K -$15K -299 -3%
SA
66
Sanctuary Advisors
Indiana
$540K -$120K -2,389 -17%
MGIA
67
Moneta Group Investment Advisors
Missouri
$520K -$2.06K -41 -0.4%
PAS
68
Park Avenue Securities
New York
$504K +$37.2K +741 +7%
SCA
69
Snowden Capital Advisors
New York
$504K -$76.5K -1,526 -12%
Jane Street
70
Jane Street
New York
$480K +$262K +5,224 +103%
Creative Planning
71
Creative Planning
Kansas
$479K
SFG
72
Sage Financial Group
Pennsylvania
$465K +$2.41K +48 +0.5%
GCA
73
Gallagher Capital Advisors
Texas
$435K -$13.4K -267 -3%
SC
74
SummitTX Capital
Texas
$427K +$459K +9,159 New
BPCE
75
Bank Pictet & Cie (Europe)
Germany
$420K