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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
126
City State Bank
Iowa
$57.9K
AF
127
Allworth Financial
California
$56.5K -$4K -77 -7%
IAIM
128
International Assets Investment Management
Florida
$56.2K +$52.9K +1,019 New
KG
129
Kilter Group
New York
$46.1K
SWM
130
SHP Wealth Management
Massachusetts
$42.9K +$40.4K +777 New
KAS
131
Kestra Advisory Services
Texas
$41.1K +$38.7K +746 New
NA
132
NewEdge Advisors
Louisiana
$40.7K -$272K -5,235 -88%
SWM
133
Spire Wealth Management
Virginia
$40K
PTC
134
Private Trust Company
Ohio
$38.6K
RFA
135
Register Financial Advisors
Georgia
$38.6K +$36.4K +700 New
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$38.4K -$54.9K -1,056 -60%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$36.6K
Citigroup
138
Citigroup
New York
$35.5K +$9.77K +188 +41%
BlackRock
139
BlackRock
New York
$33.1K +$31.2K +600 New
FFA
140
Founders Financial Alliance
North Carolina
$29.9K +$208 +4 +0.7%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$29.3K -$182K -3,500 -87%
CFP
142
Comprehensive Financial Planning
Pennsylvania
$26.6K +$260 +5 +1%
SHF
143
Safe Harbor Fiduciary
Florida
$25.2K +$23.7K +457 New
QC
144
Quent Capital
New York
$24.5K
AWM
145
AE Wealth Management
Kansas
$23.8K +$22.4K +432 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$23.7K
DWM
147
Darwin Wealth Management
Florida
$21.4K +$208 +4 +1%
OC
148
Oakworth Capital
Alabama
$19.9K
BWL
149
Bogart Wealth LLC
Virginia
$19.4K
GWM
150
Geneos Wealth Management
Colorado
$17.3K