We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
76
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
WT
77
Whittier Trust
California
$8K
JP Morgan Chase
78
JP Morgan Chase
New York
$8K +$11.7K +273 New
AAP
79
Arax Advisory Partners
Colorado
$7K
FHA
80
Flagship Harbor Advisors
Massachusetts
$7K
GWM
81
Geneos Wealth Management
Colorado
$6K
KFS
82
Kelly Financial Services
Massachusetts
$5.29K
CWC
83
Carolinas Wealth Consulting
North Carolina
$4K +$6.42K +150 New
AAMA
84
Advanced Asset Management Advisors
Ohio
$3K
BWA
85
BDO Wealth Advisors
Florida
$3K
SWA
86
Stratos Wealth Advisors
Ohio
$2K +$2.87K +67 New
CAAS
87
Capital Asset Advisory Services
Michigan
$1K
TFS
88
TrustCore Financial Services
Tennessee
$1K
GSWM
89
Golden State Wealth Management
California
$1K +$941 +22 New
Stifel Financial
90
Stifel Financial
Missouri
-$1.27M -24,938 Closed
NFG
91
Norris Financial Group
South Carolina
-$732K -14,369 Closed
Truist Financial
92
Truist Financial
North Carolina
-$662K -12,977 Closed
MIAN
93
Mariner Independent Advisor Network
Kansas
-$525K -10,279 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
-$490K -9,602 Closed
FAAS
95
First Allied Advisory Services
California
-$477K -9,377 Closed
SWP
96
Stratos Wealth Partners
Ohio
-$462K -9,074 Closed
IAA
97
Independent Advisor Alliance
North Carolina
-$430K -8,431 Closed
APW
98
Aurora Private Wealth
New Jersey
-$418K -8,198 Closed
IFS
99
Ifrah Financial Services
Arkansas
-$392K -7,700 Closed
BA
100
Ballew Advisors
Mississippi
-$384K -7,641 Closed