We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
126
City State Bank
Iowa
$65.3K
KFP
127
Kerr Financial Planning
California
$62.2K
AG
128
AmeriFlex Group
Nevada
$58.2K +$349 +6 +0.6%
AF
129
Allworth Financial
California
$51.8K -$12.4K -213 -20%
SWM
130
SHP Wealth Management
Massachusetts
$48.3K
SWM
131
Spire Wealth Management
Virginia
$45.1K
GRP
132
Global Retirement Partners
California
$44.8K +$41.8K +720 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$41.2K
ATPW
134
Ashton Thomas Private Wealth
Arizona
$34.7K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$33.1K
BWM
136
Bullock Wealth Management
Indiana
$32.5K +$29.8K +513 New
QC
137
Quent Capital
New York
$27.7K
FFA
138
Founders Financial Alliance
North Carolina
$24.6K -$3.08K -53 -12%
CIAS
139
Capital Investment Advisory Services
North Carolina
$24.5K
DWM
140
Darwin Wealth Management
Florida
$24.4K +$116 +2 +0.5%
OC
141
Oakworth Capital
Alabama
$22.4K
BWL
142
Bogart Wealth LLC
Virginia
$21.8K
KG
143
Kilter Group
New York
$21.2K -$28.8K -496 -59%
NEWAS
144
N.E.W. Advisory Services
Wisconsin
$20.3K +$9.88K +170 +108%
GWM
145
Geneos Wealth Management
Colorado
$19.5K
CT
146
Caldwell Trust
Florida
$19K
RFA
147
Register Financial Advisors
Georgia
$18.7K -$23.2K -400 -57%
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
GSWM
149
Golden State Wealth Management
California
$18.2K +$58 +1 +0.3%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$17.6K -$3.31K -57 -17%