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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$38.1K – – –
PTC
127
Private Trust Company
Ohio
$37.7K – – –
RFA
128
Register Financial Advisors
Georgia
$37.7K – – –
CFP
129
Comprehensive Financial Planning
Pennsylvania
$35.6K +$10.2K +179 +37%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$30K +$31.6K +557 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$28.6K – – –
BWM
132
Bullock Wealth Management
Indiana
$27.8K +$113 +2 +0.4%
Group One Trading
133
Group One Trading
Illinois
$24.6K +$25.9K +457 New
FFA
134
Founders Financial Alliance
North Carolina
$24.2K -$5.28K -93 -17%
QC
135
Quent Capital
New York
$24K – – –
CIAS
136
Capital Investment Advisory Services
North Carolina
$21.2K -$2.04K -36 -8%
DWM
137
Darwin Wealth Management
Florida
$21K +$113 +2 +0.5%
OC
138
Oakworth Capital
Alabama
$19.4K – – –
BWL
139
Bogart Wealth LLC
Virginia
$18.9K – – –
WAU
140
Wellington-Altus USA
Manitoba, Canada
$18.7K – – –
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$18.3K +$3.35K +59 +21%
GWM
142
Geneos Wealth Management
Colorado
$16.9K – – –
CT
143
Caldwell Trust
Florida
$16.4K – – –
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K – – –
SIS
145
Sound Income Strategies
Florida
$15.8K – – –
GSWM
146
Golden State Wealth Management
California
$15.7K -$227 -4 -1%
CA
147
Clearstead Advisors
Ohio
$14.8K – – –
Citigroup
148
Citigroup
New York
$13.5K -$22.3K -393 -61%
AAP
149
Arax Advisory Partners
Colorado
$13.5K – – –
HWM
150
HighMark Wealth Management
Minnesota
$10.8K – – –