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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$21.5K +$28K +600 New
RFA
127
Resurgent Financial Advisors
Georgia
$20.8K +$27.1K +580 New
CT
128
Caldwell Trust
Florida
$20.6K -$5.51K -118 -17%
AF
129
Advisornet Financial
Minnesota
$17.9K
PCMC
130
Private Capital Management (Colorado)
Colorado
$17.9K +$23.4K +500 New
BBPWM
131
Blue Bell Private Wealth Management
Pennsylvania
$16.5K +$21.5K +460 New
HI
132
Harbour Investments
Wisconsin
$14.3K
BAM
133
Bellevue Asset Management
Washington
$12.5K +$16.4K +350 New
AAP
134
Arax Advisory Partners
Colorado
$8.95K
TCPG
135
Trivant Custom Portfolio Group
California
$8.95K +$11.7K +250 New
HNB
136
Huntington National Bank
Ohio
$7.48K
TFGT
137
TS Financial Group (TSFG)
Illinois
$7K
BHWM
138
Beaird Harris Wealth Management
Texas
$6.86K +$5.65K +121 +170%
ADL
139
Asset Dedication LLC
California
$6K +$6.73K +144 New
SWM
140
Spire Wealth Management
Virginia
$5.71K +$47 +1 +0.6%
BTI
141
Blue Trust Inc
Georgia
$4K +$1.03K +22 +35%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$3.58K +$2.1K +45 +82%
AWM
143
Angeles Wealth Management
California
$3.58K +$4.67K +100 New
RP
144
Rice Partnership
Hawaii
$3.58K +$4.67K +100 New
HWA
145
HHM Wealth Advisors
Tennessee
$3.04K
KFI
146
Key Financial Inc
Pennsylvania
$2.79K
HS
147
Horan Securities
United States
$2.7K -$15.7K -337 -82%
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$1.54K
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$1.4K
LCM
150
Logan Capital Management
Pennsylvania
$1.28K