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iShares US Regional Banks ETF
IAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
151
Oppenheimer & Co
New York
– -$1.08M -18,327 Closed
GCA
152
Genesee Capital Advisors
New York
– -$720K -12,220 Closed
NFG
153
Norris Financial Group
South Carolina
– -$625K -10,615 Closed
AR
154
Apeiron RIA
Texas
– -$582K -10,369 Closed
PCM
155
Parsons Capital Management
Rhode Island
– -$591K -10,035 Closed
DC
156
Davenport & Co
Virginia
– -$579K -9,828 Closed
WCM
157
WealthBridge Capital Management
Ohio
– -$496K -8,414 Closed
CPC
158
Cookson Peirce & Co
Pennsylvania
– -$436K -7,397 Closed
IFG
159
Independent Financial Group
California
– -$395K -6,712 Closed
Baird Financial Group
160
Baird Financial Group
Wisconsin
– -$365K -6,198 Closed
EAM
161
Evanson Asset Management
California
– -$359K -6,100 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$359K -6,100 Closed
BPA
163
Beacon Pointe Advisors
California
– -$326K -5,526 Closed
SC
164
Scotia Capital
Ontario, Canada
– -$324K -5,498 Closed
KPWS
165
Kestra Private Wealth Services
Texas
– -$310K -5,258 Closed
HA
166
HFG Advisors
Ohio
– -$292K -4,952 Closed
KA
167
Kovack Advisors
Florida
– -$289K -4,911 Closed
RJT
168
Raymond James Trust
Florida
– -$277K -4,705 Closed
Northern Trust
169
Northern Trust
Illinois
– -$241K -4,088 Closed
MIM
170
Marco Investment Management
Georgia
– -$234K -3,979 Closed
LWP
171
Legacy Wealth Planning
Nevada
– -$223K -3,790 Closed
Vanguard Capital Wealth Advisors
172
Vanguard Capital Wealth Advisors
Colorado
– -$220K -3,741 Closed
FAM
173
Formidable Asset Management
Ohio
– -$205K -3,475 Closed
SF
174
Synovus Financial
Georgia
– -$203K -3,457 Closed
EIP
175
Ellis Investment Partners
Pennsylvania
– -$186K -3,165 Closed
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