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iShares US Regional Banks ETF
IAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
176
HighMark Wealth Management
Minnesota
$10.1K – – –
T
177
Transce3nd
Texas
$10.1K +$10.3K +200 New
AF
178
Allworth Financial
California
$8.73K +$7.18K +139 +515%
ADL
179
Asset Dedication LLC
California
$7.51K +$52 +1 +0.7%
DPW
180
DiNuzzo Private Wealth
Pennsylvania
$7.44K – – –
TSMHT
181
Thurston Springer Miller Herd & Titak
Indiana
$5.35K – – –
AWM
182
Angeles Wealth Management
California
$5.04K – – –
CMP
183
Coston McIsaac & Partners
Maine
$5K +$5.17K +100 New
BF
184
BOK Financial
Oklahoma
$4.98K – – –
AEPWM
185
Atlantic Edge Private Wealth Management
Florida
$4.79K – – –
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$4.68K -$52 -1 -1%
HPC
187
HM Payson & Co
Maine
$4.38K – – –
HWA
188
HHM Wealth Advisors
Tennessee
$4.28K – – –
SWM
189
Spire Wealth Management
Virginia
$4.19K – – –
KFI
190
Key Financial Inc
Pennsylvania
$3.93K – – –
RFA
191
Reyes Financial Architecture
California
$3.58K +$3.67K +71 New
AF
192
Atala Financial
California
$2.52K +$2.58K +50 New
LCM
193
Logan Capital Management
Pennsylvania
$1.84K +$52 +1 +3%
PWMG
194
Prestige Wealth Management Group
New Jersey
$806 – – –
S
195
SignatureFD
Georgia
$554 – – –
NS
196
NBC Securities
Alabama
$88 -$90.2K -1,746 -100%
TRCT
197
Tower Research Capital (TRC)
New York
– -$2.13M -44,716 Closed
GS
198
GTS Securities
Florida
– -$1.63M -34,247 Closed
TSS
199
Two Sigma Securities
New York
– -$488K -10,256 Closed
MCC
200
Money Concepts Capital
Florida
– -$328K -6,900 Closed
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