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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$64K
IBOK
102
Independence Bank of Kentucky
Kentucky
$49K +$48K +1,000 New
SSB
103
Sandy Spring Bank
Maryland
$37K +$36K +750 New
AF
104
Arrow Financial
New York
$36K
PCG
105
Private Capital Group
Connecticut
$30K +$28.8K +600 New
YWP
106
YorkBridge Wealth Partners
New York
$28K
AF
107
Advisornet Financial
Minnesota
$27K +$26.4K +550 New
MSA
108
Marino Stram & Associates
Massachusetts
$27K +$26.4K +550 New
CPA
109
Clear Perspective Advisors
Illinois
$26K -$768 -16 -3%
Bessemer Group
110
Bessemer Group
New Jersey
$23K
AP
111
Advisors Preferred
Maryland
$20K +$19K +397 New
First Manhattan
112
First Manhattan
New York
$14K
APSP
113
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K +$48 +1 +0.3%
GTAM
114
Global Trust Asset Management
Florida
$10K +$9.84K +205 New
IWM
115
IHT Wealth Management
Illinois
$10K +$9.88K +206 New
SPI
116
Santori & Peters Inc
Pennsylvania
$8K +$7.68K +160 New
CA
117
Calton & Associates
Florida
$8K +$8.01K +167 New
BTIS
118
BB&T Investment Services
North Carolina
$7K
BWA
119
BDO Wealth Advisors
Florida
$5K
DBT
120
Dubuque Bank & Trust
Iowa
$5K
WCM
121
Whitener Capital Management
North Carolina
$4K +$4.8K +100 New
Simplex Trading
122
Simplex Trading
Illinois
$3K +$3.46K +72 New
PG
123
Patten Group
Tennessee
$2K
TSS
124
Two Sigma Securities
New York
-$4.68M -99,105 Closed
NFG
125
Next Financial Group
Texas
-$2.18M -46,638 Closed