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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$17.3K – – –
CT
152
Caldwell Trust
Florida
$16.8K – – –
SIS
153
Sound Income Strategies
Florida
$16.6K +$15.1K +290 New
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K -$14.5K -280 -48%
WAU
155
Wellington-Altus USA
Manitoba, Canada
$16.5K +$15.6K +300 New
GSWM
156
Golden State Wealth Management
California
$16.3K +$467 +9 +3%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$15.5K -$364 -7 -2%
CA
158
Clearstead Advisors
Ohio
$15.2K – – –
AAP
159
Arax Advisory Partners
Colorado
$13.8K +$13K +250 New
HWM
160
HighMark Wealth Management
Minnesota
$11K – – –
BTI
161
Blue Trust Inc
Georgia
$9.27K +$7.01K +135 +409%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$8.66K – – –
ADL
163
Asset Dedication LLC
California
$8.36K +$52 +1 +0.7%
DPW
164
DiNuzzo Private Wealth
Pennsylvania
$8.15K – – –
HI
165
Harbour Investments
Wisconsin
$4.69K -$10.4K -200 -70%
HWA
166
HHM Wealth Advisors
Tennessee
$4.69K – – –
KFI
167
Key Financial Inc
Pennsylvania
$4.3K – – –
AWM
168
Angeles Wealth Management
California
$3.25K – – –
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$2.76K +$2.6K +50 New
CRI
170
Commonwealth Retirement Investments
Virginia
$2.48K +$2.34K +45 New
AssetMark Inc
171
AssetMark Inc
California
$1.76K – – –
MA
172
Montag & Associates
Georgia
$828 – – –
S
173
SignatureFD
Georgia
$607 – – –
PWMG
174
Prestige Wealth Management Group
New Jersey
$331 – – –
Two Sigma Investments
175
Two Sigma Investments
New York
– -$10.1M -193,000 Closed