We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$190K -$73.6K -1,625 -25%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K – – –
GRP
78
Global Retirement Partners
California
$147K -$16.5K -364 -9%
KPW
79
Kore Private Wealth
New York
$131K +$148K +3,277 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$117K +$133K +2,946 New
APA
81
American Portfolios Advisors
New York
$113K +$634 +14 +0.5%
SF
82
Synovus Financial
Georgia
$96K – – –
PCM
83
Princeton Capital Management
New Jersey
$94K – – –
BCM
84
Brasada Capital Management
Texas
$88K +$99.7K +2,200 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$75K -$3.9K -86 -4%
FA
86
Fortis Advisors
Pennsylvania
$73K +$1.22K +27 +1%
MIM
87
Macroview Investment Management
Maryland
$67K – – –
TFA
88
Toth Financial Advisory
Virginia
$67K – – –
QAM
89
QCI Asset Management
New York
$62K – – –
WCM
90
WealthBridge Capital Management
Ohio
$59K +$66.6K +1,470 New
GWM
91
Geneos Wealth Management
Colorado
$45K +$9.06K +200 +21%
RWA
92
River Wealth Advisors
Pennsylvania
$43K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$29K -$46K -1,015 -58%
AF
94
Arrow Financial
New York
$29K – – –
FNBOSM
95
First National Bank of South Miami
Florida
$27K +$27.2K +600 New
PCG
96
Private Capital Group
Connecticut
$24K – – –
YWP
97
YorkBridge Wealth Partners
New York
$22K – – –
IBOK
98
Independence Bank of Kentucky
Kentucky
$16K -$27.2K -600 -60%
SWM
99
SeaCrest Wealth Management
New York
$16K – – –
FHA
100
Flagship Harbor Advisors
Massachusetts
$13K +$45 +1 +0.3%