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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
151
Caldwell Trust
Florida
$24.1K
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$23.1K +$19.8K +553 New
GWM
153
Geneos Wealth Management
Colorado
$22K +$18.9K +526 New
FFA
154
Founders Financial Alliance
North Carolina
$21.6K +$359 +10 +2%
AF
155
Advisornet Financial
Minnesota
$20.9K
PCMC
156
Private Capital Management (Colorado)
Colorado
$20.9K
QC
157
Quent Capital
New York
$18.6K
RIM
158
Rockbridge Investment Management
New York
$16.5K +$14.2K +395 New
BWM
159
Baystate Wealth Management
Massachusetts
$15.4K +$13.2K +368 New
BWL
160
Bogart Wealth LLC
Virginia
$14.7K
BFS
161
Burkett Financial Services
South Carolina
$14.1K +$12.1K +336 New
KFS
162
Kelly Financial Services
Massachusetts
$12.4K +$287 +8 +3%
AAP
163
Arax Advisory Partners
Colorado
$10.7K +$179 +5 +2%
CHA
164
Carmichael Hill & Associates
Maryland
$9.79K +$8.4K +234 New
BHWM
165
Beaird Harris Wealth Management
Texas
$8.31K +$215 +6 +3%
Citigroup
166
Citigroup
New York
$8.28K +$7.11K +198 New
SA
167
Scarborough Advisors
Maryland
$7.99K +$6.85K +191 New
VWM
168
Venturi Wealth Management
Texas
$7.28K -$371K -10,331 -98%
SWM
169
Spire Wealth Management
Virginia
$6.82K +$144 +4 +2%
ADL
170
Asset Dedication LLC
California
$6K +$72 +2 +1%
TVAMP
171
Tennessee Valley Asset Management Partners
Tennessee
$4.36K +$3.73K +104 New
BAM
172
Bellevue Asset Management
Washington
$4.3K +$72 +2 +2%
AWM
173
Angeles Wealth Management
California
$4.18K
AWM
174
Avior Wealth Management
Nebraska
$4.05K -$4.45K -124 -56%
AEPWM
175
Atlantic Edge Private Wealth Management
Florida
$3.98K +$3.41K +95 New