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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$399K +$47.4K +750 +13%
FWCM
77
Ferguson Wellman Capital Management
Oregon
$398K
PFC
78
Phocas Financial Corp
California
$389K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$380K -$659K -10,418 -63%
EAM
80
Evanson Asset Management
California
$377K
FHA
81
First Horizon Advisors
Tennessee
$364K -$6K -95 -2%
SC
82
Scotia Capital
Ontario, Canada
$363K -$58.3K -923 -14%
CPC
83
Cookson Peirce & Co
Pennsylvania
$355K -$21.3K -337 -6%
RWA
84
Ropes Wealth Advisors
Massachusetts
$354K +$363K +5,737 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$353K -$26.5K -419 -7%
GPFA
86
Game Plan Financial Advisors
Ohio
$352K +$360K +5,700 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$334K +$13.5K +213 +4%
AA
88
AlphaMark Advisors
Kentucky
$332K
IFG
89
Independent Financial Group
California
$328K -$26.3K -416 -7%
CPIG
90
Chicago Partners Investment Group
Illinois
$325K +$15.4K +244 +5%
KPWS
91
Kestra Private Wealth Services
Texas
$321K -$76.7K -1,214 -19%
CFA
92
Carroll Financial Associates
North Carolina
$310K -$765K -12,098 -71%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$303K +$310K +4,910 New
SPC
94
Sigma Planning Corp
Michigan
$301K +$13.4K +212 +5%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$294K +$1.01K +16 +0.3%
WE
96
Wealth Effects
Massachusetts
$285K +$292K +4,617 New
WIC
97
Woodmont Investment Counsel
Tennessee
$284K
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$282K
BPA
99
Beacon Pointe Advisors
California
$281K -$2.02K -32 -0.7%
OMC
100
Old Mission Capital
Illinois
$272K +$278K +4,401 New