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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
126
Kerr Financial Planning
California
$62.2K – – –
AG
127
AmeriFlex Group
Nevada
$58.2K +$349 +6 +0.6%
AF
128
Allworth Financial
California
$51.8K -$12.4K -213 -20%
SWM
129
SHP Wealth Management
Massachusetts
$48.3K – – –
SWM
130
Spire Wealth Management
Virginia
$45.1K – – –
GRP
131
Global Retirement Partners
California
$44.8K +$41.8K +720 New
BCWM
132
Bartlett & Co Wealth Management
Ohio
$41.2K – – –
ATPW
133
Ashton Thomas Private Wealth
Arizona
$34.7K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$33.1K – – –
BWM
135
Bullock Wealth Management
Indiana
$32.5K +$116 +2 +0.4%
QC
136
Quent Capital
New York
$27.7K – – –
FFA
137
Founders Financial Alliance
North Carolina
$24.6K -$3.08K -53 -12%
CIAS
138
Capital Investment Advisory Services
North Carolina
$24.5K – – –
DWM
139
Darwin Wealth Management
Florida
$24.4K +$116 +2 +0.5%
OC
140
Oakworth Capital
Alabama
$22.4K – – –
BWL
141
Bogart Wealth LLC
Virginia
$21.8K – – –
KG
142
Kilter Group
New York
$21.2K -$28.8K -496 -59%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$20.3K +$9.88K +170 +108%
GWM
144
Geneos Wealth Management
Colorado
$19.5K – – –
CT
145
Caldwell Trust
Florida
$19K – – –
RFA
146
Register Financial Advisors
Georgia
$18.7K -$23.2K -400 -57%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K – – –
GSWM
148
Golden State Wealth Management
California
$18.2K +$58 +1 +0.3%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$17.6K -$3.31K -57 -17%
CA
150
Clearstead Advisors
Ohio
$17.1K – – –