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iShares US Regional Banks ETF
IAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Founders Financial Alliance
North Carolina
$21.7K +$165 +4 +0.8%
CA
127
Clearstead Advisors
Ohio
$19.7K -$16.5K -400 -46%
QC
128
Quent Capital
New York
$18.5K – – –
BWL
129
Bogart Wealth LLC
Virginia
$14.6K – – –
GWM
130
Geneos Wealth Management
Colorado
$13K -$41 -1 -0.3%
KFS
131
Kelly Financial Services
Massachusetts
$12.3K – – –
BFS
132
Burkett Financial Services
South Carolina
$10.6K -$3.39K -82 -24%
AAP
133
Arax Advisory Partners
Colorado
$10.4K – – –
BHWM
134
Beaird Harris Wealth Management
Texas
$8.36K +$83 +2 +1%
PCMC
135
Private Capital Management (Colorado)
Colorado
$8.29K – – –
HWM
136
HighMark Wealth Management
Minnesota
$8.29K +$8.27K +200 New
SWM
137
Spire Wealth Management
Virginia
$6.96K +$41 +1 +0.6%
ADL
138
Asset Dedication LLC
California
$6.13K +$41 +1 +0.7%
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$4.41K +$4.38K +106 New
AWM
140
Angeles Wealth Management
California
$4.15K – – –
HWA
141
HHM Wealth Advisors
Tennessee
$4.06K +$538 +13 +15%
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$3.94K – – –
HPC
143
HM Payson & Co
Maine
$3.61K +$3.6K +87 New
KFI
144
Key Financial Inc
Pennsylvania
$3.23K – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$1.49K -$703 -17 -32%
LCM
146
Logan Capital Management
Pennsylvania
$1.49K – – –
AF
147
Allworth Financial
California
$1.25K – – –
AWM
148
Avior Wealth Management
Nebraska
$1.2K -$2.85K -69 -71%
PWMG
149
Prestige Wealth Management Group
New Jersey
$664 – – –
AWC
150
Abundance Wealth Counselors
Pennsylvania
– -$4.31M -99,312 Closed
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