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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
176
HM Payson & Co
Maine
$4.06K – – –
WCM
177
Winthrop Capital Management
Indiana
$4K -$7.67K -153 -62%
HWA
178
HHM Wealth Advisors
Tennessee
$3.96K – – –
KFI
179
Key Financial Inc
Pennsylvania
$3.64K – – –
AA
180
Addison Advisors
Vermont
$3.5K +$3.76K +75 New
RFA
181
Reyes Financial Architecture
California
$3.31K – – –
AF
182
Atala Financial
California
$2.33K – – –
AssetMark Inc
183
AssetMark Inc
California
$1.49K +$1.6K +32 New
PWMG
184
Prestige Wealth Management Group
New Jersey
$747 – – –
S
185
SignatureFD
Georgia
$513 – – –
LCM
186
Logan Capital Management
Pennsylvania
$29 -$1.81K -36 -97%
AWM
187
Adams Wealth Management
Utah
– -$5.22M -103,563 Closed
CI
188
CacheTech Inc
Utah
– -$5.22M -103,563 Closed
GF
189
Gimbal Financial
Indiana
– -$4.42M -87,825 Closed
IAA
190
Independent Advisor Alliance
North Carolina
– -$3.09M -61,416 Closed
NFG
191
Norris Financial Group
South Carolina
– -$2.44M -48,514 Closed
BF
192
bLong Financial
Tennessee
– -$1.67M -33,127 Closed
1WM
193
1858 Wealth Management
Ohio
– -$1.01M -19,975 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
– -$972K -19,300 Closed
MFG
195
MidWestOne Financial Group
Iowa
– -$514K -10,198 Closed
SAS
196
Stelac Advisory Services
New York
– -$453K -8,994 Closed
BRWA
197
B. Riley Wealth Advisors
Florida
– -$406K -8,052 Closed
ACP
198
Aveo Capital Partners
Colorado
– -$398K -7,908 Closed
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
– -$353K -7,001 Closed
Bank of New York Mellon
200
Bank of New York Mellon
New York
– -$233K -4,633 Closed