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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
151
Atlantic Edge Private Wealth Management
Florida
$4.12K – – –
CG
152
Cutler Group
California
$4K -$32.8K -800 -89%
HWA
153
HHM Wealth Advisors
Tennessee
$3.69K -$164K -4,000 -98%
KFI
154
Key Financial Inc
Pennsylvania
$3.38K – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$2.3K +$205 +5 +10%
LCM
156
Logan Capital Management
Pennsylvania
$1.56K – – –
AF
157
Allworth Financial
California
$1.17K – – –
HBW
158
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWMG
159
Prestige Wealth Management Group
New Jersey
$695 – – –
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$390 – – –
BIA
161
Barry Investment Advisors
Massachusetts
– -$12.1M -290,276 Closed
HCA
162
Heck Capital Advisors
Wisconsin
– -$9.43M -225,452 Closed
AI
163
Arrien Investments
Idaho
– -$2.82M -67,501 Closed
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
– -$896K -21,423 Closed
AWS
165
Aspen Wealth Strategies
Colorado
– -$548K -13,088 Closed
AWM
166
Apollon Wealth Management
South Carolina
– -$418K -10,002 Closed
Millennium Management
167
Millennium Management
New York
– -$369K -8,824 Closed
OC
168
Oppenheimer & Co
New York
– -$355K -8,496 Closed
KCIC
169
Kuhn & Co Investment Counsel
Illinois
– -$317K -7,586 Closed
SFFS
170
Stonehage Fleming Financial Services
Jersey
– -$289K -6,917 Closed
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
– -$252K -6,017 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$236K -5,664 Closed
BPA
173
Beacon Pointe Advisors
California
– -$223K -5,335 Closed
PAG
174
Private Advisor Group
New Jersey
– -$216K -5,170 Closed
TPWA
175
TRUE Private Wealth Advisors
Oregon
– -$212K -5,066 Closed