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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
76
Independence Bank of Kentucky
Kentucky
$13K – – –
CT
77
Caldwell Trust
Florida
$12.7K -$22.1K -656 -63%
GWM
78
Geneos Wealth Management
Colorado
$9K – – –
AAP
79
Arax Advisory Partners
Colorado
$8K – – –
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$7K – – –
FHA
81
Flagship Harbor Advisors
Massachusetts
$7K – – –
CCM
82
Chiron Capital Management
Florida
$7K +$6.75K +200 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$6K +$6.45K +191 New
KFS
84
Kelly Financial Services
Massachusetts
$5.99K – – –
CWC
85
Carolinas Wealth Consulting
North Carolina
$5K – – –
F
86
F3Logic
Minnesota
$3.27K +$3.38K +100 New
JCM
87
Jacobi Capital Management
Pennsylvania
$3K -$3.38K -100 -50%
AAMA
88
Advanced Asset Management Advisors
Ohio
$3K – – –
BWA
89
BDO Wealth Advisors
Florida
$3K – – –
IF
90
Ironwood Financial
Arizona
$2K +$1.38K +41 +410%
TFS
91
TrustCore Financial Services
Tennessee
$1K – – –
MIAN
92
Mariner Independent Advisor Network
Kansas
– -$1.31M -40,128 Closed
AWM
93
AE Wealth Management
Kansas
– -$940K -27,795 Closed
TFA
94
Teamwork Financial Advisors
Texas
– -$939K -27,768 Closed
XS
95
XR Securities
Illinois
– -$588K -17,390 Closed
NRS
96
Neville Rodie & Shaw
New York
– -$232K -6,850 Closed
OIA
97
OneDigital Investment Advisors
Kansas
– -$211K -6,232 Closed
SF
98
Synovus Financial
Georgia
– -$138K -4,072 Closed
CAN
99
Cetera Advisor Networks
California
– -$34K -1,001 Closed
WT
100
Whittier Trust
California
– -$9K -265 Closed