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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cutler Group
California
$231K +$186K +4,600 +920%
MC
77
Moors & Cabot
Massachusetts
$219K +$195K +4,807 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$211K +$42.6K +1,052 +29%
Creative Planning
79
Creative Planning
Kansas
$184K +$147K +3,635 +859%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$160K +$26.6K +658 +21%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$158K +$56.6K +1,399 +67%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$109K +2,704 New
SF
83
Synovus Financial
Georgia
$109K
AP
84
Advisors Preferred
Maryland
$81K +$72.6K +1,794 New
JP Morgan Chase
85
JP Morgan Chase
New York
$72K +$64K +1,582 New
QAM
86
QCI Asset Management
New York
$71K
HT
87
Hefren-Tillotson
Pennsylvania
$59K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$59K +$52.6K +1,300 New
GWM
89
Geneos Wealth Management
Colorado
$54K
PA
90
Parallel Advisors
California
$54K +$48.6K +1,200 New
CPA
91
Clear Perspective Advisors
Illinois
$45K +$39.8K +983 New
PVH
92
Psagot Value Holdings
Israel
$38K
TWA
93
TCI Wealth Advisors
Arizona
$34K +$30.8K +760 New
AF
94
Arrow Financial
New York
$33K
YWP
95
YorkBridge Wealth Partners
New York
$24K +$22.3K +550 New
FANJ
96
Financial Architects (New Jersey)
New Jersey
$23K +$20.2K +500 New
RCA
97
Rowland Carmichael Advisors
Arizona
$18K +$16.2K +400 New
First Manhattan
98
First Manhattan
New York
$13K
APSP
99
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K +$40 +1 +0.4%
BP
100
Ballentine Partners
Massachusetts
$9K +$8.1K +200 New