We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$337K +$5.73K +110 +2%
IRP
77
Investment Research Partners
Pennsylvania
$336K +$357K +6,846 New
PAG
78
Private Advisor Group
New Jersey
$316K +$834 +16 +0.3%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$315K +$313K +6,000 New
NA
80
NewEdge Advisors
Louisiana
$314K -$17.5K -335 -5%
OCM
81
One Capital Management
California
$302K -$2.5K -48 -0.8%
William Blair & Company
82
William Blair & Company
Illinois
$300K +$216K +4,135 +264%
QFW
83
QTR Family Wealth
Florida
$292K -$55.1K -1,057 -16%
BA
84
Ballew Advisors
Mississippi
$292K -$241K -4,620 -45%
BCG
85
Breakwater Capital Group
New Jersey
$291K -$261 -5 -0.1%
CI
86
CX Institutional
Indiana
$282K -$39.3K -754 -12%
FHC
87
First Horizon Corporation
Tennessee
$282K +$280K +5,367 New
CIBC World Market
88
CIBC World Market
Ontario, Canada
$269K +$20.9K +400 +8%
PA
89
PFG Advisors
Arizona
$266K +$264K +5,072 New
GPFA
90
Game Plan Financial Advisors
Ohio
$266K
SCM
91
SOL Capital Management
Maryland
$263K
CPIG
92
Chicago Partners Investment Group
Illinois
$261K +$2.03K +39 +0.7%
TSS
93
Two Sigma Securities
New York
$250K +$248K +4,754 New
JIC
94
Joel Isaacson & Co
New York
$246K
LI
95
LRI Investments
Florida
$234K
PWW
96
Pettyjohn Wood & White
Virginia
$225K
SHGA
97
Sand Hill Global Advisors
California
$215K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$212K
SA
99
Sanctuary Advisors
Indiana
$209K +$207K +3,980 New
FCA
100
FLC Capital Advisors
California
$204K +$202K +3,876 New