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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAU
151
Wellington-Altus USA
Manitoba, Canada
$16.2K – – –
HWM
152
HighMark Wealth Management
Minnesota
$12.4K – – –
HI
153
Harbour Investments
Wisconsin
$12.4K +$11.6K +200 New
AWM
154
AE Wealth Management
Kansas
$12.1K – – –
TWC
155
TD Waterhouse Canada
Ontario, Canada
$11K – – –
SWA
156
SOA Wealth Advisors
New York
$10.4K +$58 +1 +0.6%
CFSG
157
Community Financial Services Group
Vermont
$9.89K – – –
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$9.2K – – –
APFP
159
Action Point Financial Planning
Michigan
$7.76K +$7.26K +125 New
MA
160
MCF Advisors
Kentucky
$6.22K – – –
Simplex Trading
161
Simplex Trading
Illinois
$6.1K +$5.7K +98 New
Citigroup
162
Citigroup
New York
$5.97K -$8.95K -154 -62%
HWA
163
HHM Wealth Advisors
Tennessee
$5.29K – – –
AWM
164
Angeles Wealth Management
California
$3.67K – – –
SC
165
SummitTX Capital
Texas
$3.67K +$3.43K +59 New
CFM
166
Compass Financial Management
Florida
$2.67K +$2.5K +43 New
AssetMark Inc
167
AssetMark Inc
California
$1.99K – – –
UBS AM
168
UBS AM
Illinois
$1.99K – – –
KFI
169
Key Financial Inc
Pennsylvania
$1.18K – – –
KCM
170
Key Capital Management
Tennessee
$995 +$930 +16 New
S
171
SignatureFD
Georgia
$684 – – –
Russell Investments Group
172
Russell Investments Group
United Kingdom
$62 +$58 +1 New
LCM
173
Logan Capital Management
Pennsylvania
$40 +$58 +1 New
IAA
174
Independent Advisor Alliance
North Carolina
– -$3.11M -57,854 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$2.32M -43,110 Closed