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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$14.1K +$91 +2 +0.7%
CA
152
Clearstead Advisors
Ohio
$13.6K – – –
AAP
153
Arax Advisory Partners
Colorado
$12.4K – – –
HWM
154
HighMark Wealth Management
Minnesota
$9.91K – – –
NEWAS
155
N.E.W. Advisory Services
Wisconsin
$7.78K – – –
ADL
156
Asset Dedication LLC
California
$7.44K – – –
DPW
157
DiNuzzo Private Wealth
Pennsylvania
$7.33K – – –
WCM
158
Winthrop Capital Management
Indiana
$5K – – –
HWA
159
HHM Wealth Advisors
Tennessee
$4.21K – – –
KFI
160
Key Financial Inc
Pennsylvania
$3.87K – – –
AWM
161
Angeles Wealth Management
California
$2.92K -$1.87K -41 -41%
AssetMark Inc
162
AssetMark Inc
California
$1.59K – – –
PWMG
163
Prestige Wealth Management Group
New Jersey
$793 – – –
MA
164
Montag & Associates
Georgia
$744 +$683 +15 New
S
165
SignatureFD
Georgia
$545 – – –
LCM
166
Logan Capital Management
Pennsylvania
$32 – – –
MML Investors Services
167
MML Investors Services
Massachusetts
– -$9.26M -198,527 Closed
PFS
168
Prospera Financial Services
Texas
– -$8.52M -182,742 Closed
MWM
169
MinichMacGregor Wealth Management
New York
– -$6.82M -146,327 Closed
QC
170
Quadrature Capital
United Kingdom
– -$3.28M -70,297 Closed
TF
171
Tudor Financial
Ohio
– -$1.9M -40,841 Closed
BFWA
172
Benchmark Financial Wealth Advisors
Florida
– -$1.15M -24,733 Closed
AI
173
Atria Investments
North Carolina
– -$852K -18,262 Closed
Millennium Management
174
Millennium Management
New York
– -$783K -16,786 Closed
AR
175
Apeiron RIA
Texas
– -$541K -11,604 Closed