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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Clearstead Advisors
Ohio
$13.6K
AAP
152
Arax Advisory Partners
Colorado
$12.4K
HWM
153
HighMark Wealth Management
Minnesota
$9.91K
NEWAS
154
N.E.W. Advisory Services
Wisconsin
$7.78K
ADL
155
Asset Dedication LLC
California
$7.44K
DPW
156
DiNuzzo Private Wealth
Pennsylvania
$7.33K
WCM
157
Winthrop Capital Management
Indiana
$5K
HWA
158
HHM Wealth Advisors
Tennessee
$4.21K
KFI
159
Key Financial Inc
Pennsylvania
$3.87K
AWM
160
Angeles Wealth Management
California
$2.92K -$1.87K -41 -41%
AssetMark Inc
161
AssetMark Inc
California
$1.59K
PWMG
162
Prestige Wealth Management Group
New Jersey
$793
MA
163
Montag & Associates
Georgia
$744 +$683 +15 New
S
164
SignatureFD
Georgia
$545
LCM
165
Logan Capital Management
Pennsylvania
$32
MML Investors Services
166
MML Investors Services
Massachusetts
-$9.26M -198,527 Closed
PFS
167
Prospera Financial Services
Texas
-$8.52M -182,742 Closed
MWM
168
MinichMacGregor Wealth Management
New York
-$6.82M -146,327 Closed
QC
169
Quadrature Capital
United Kingdom
-$3.28M -70,297 Closed
TF
170
Tudor Financial
Ohio
-$1.9M -40,841 Closed
BFWA
171
Benchmark Financial Wealth Advisors
Florida
-$1.15M -24,733 Closed
AI
172
Atria Investments
North Carolina
-$852K -18,262 Closed
Millennium Management
173
Millennium Management
New York
-$783K -16,786 Closed
AR
174
Apeiron RIA
Texas
-$541K -11,604 Closed
SA
175
Sanctuary Advisors
Indiana
-$540K -11,585 Closed