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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%
BWM
127
Bullock Wealth Management
Indiana
$20.5K +$124 +3 +0.6%
CA
128
Clearstead Advisors
Ohio
$19.7K -$16.5K -400 -46%
QC
129
Quent Capital
New York
$18.5K – – –
BWL
130
Bogart Wealth LLC
Virginia
$14.6K – – –
GWM
131
Geneos Wealth Management
Colorado
$13K -$41 -1 -0.3%
KFS
132
Kelly Financial Services
Massachusetts
$12.3K – – –
BFS
133
Burkett Financial Services
South Carolina
$10.6K -$3.39K -82 -24%
AAP
134
Arax Advisory Partners
Colorado
$10.4K – – –
BHWM
135
Beaird Harris Wealth Management
Texas
$8.36K +$83 +2 +1%
PCMC
136
Private Capital Management (Colorado)
Colorado
$8.29K – – –
HWM
137
HighMark Wealth Management
Minnesota
$8.29K +$8.27K +200 New
SWM
138
Spire Wealth Management
Virginia
$6.96K +$41 +1 +0.6%
ADL
139
Asset Dedication LLC
California
$6.13K +$41 +1 +0.7%
TSMHT
140
Thurston Springer Miller Herd & Titak
Indiana
$4.41K +$4.38K +106 New
AWM
141
Angeles Wealth Management
California
$4.15K – – –
HWA
142
HHM Wealth Advisors
Tennessee
$4.06K +$538 +13 +15%
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$3.94K – – –
HPC
144
HM Payson & Co
Maine
$3.61K +$3.6K +87 New
KFI
145
Key Financial Inc
Pennsylvania
$3.23K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$1.49K -$703 -17 -32%
LCM
147
Logan Capital Management
Pennsylvania
$1.49K – – –
AF
148
Allworth Financial
California
$1.25K – – –
AWM
149
Avior Wealth Management
Nebraska
$1.2K -$2.85K -69 -71%
PWMG
150
Prestige Wealth Management Group
New Jersey
$664 – – –
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