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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.8M +$11.6M +222,931 +32%
Bank of America
2
Bank of America
North Carolina
$44.5M +$59K +1,129 +0.1%
Wells Fargo
3
Wells Fargo
California
$27.2M +$4.52M +86,514 +19%
UBS Group
4
UBS Group
Switzerland
$23M -$1.84M -35,305 -7%
HCMNY
5
Howard Capital Management (New York)
New York
$16.5M +$456K +8,729 +3%
SFI
6
SPC Financial Inc
Maryland
$12.9M +$309K +5,913 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.3M +$73K +1,397 +0.6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.97M +$3.94M +75,449 +62%
LPL Financial
9
LPL Financial
California
$9.43M +$3.3M +63,229 +51%
BCM
10
BTR Capital Management
California
$9.34M +$267K +5,103 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.69M +$4.81M +92,116 +115%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.59M +$517K +9,886 +6%
FIM
13
Foresters Investment Management
New York
$8.13M +$3.45M +66,000 +69%
KFA
14
Kabarec Financial Advisors
Illinois
$8.04M -$76.4K -1,463 -0.9%
SI
15
Stephens Inc
Arkansas
$7.98M +$3.37M +64,550 +69%
Ameriprise
16
Ameriprise
Minnesota
$7.39M +$1.97M +37,621 +34%
Stifel Financial
17
Stifel Financial
Missouri
$5.96M +$1.38M +26,402 +29%
RJA
18
Raymond James & Associates
Florida
$5.62M +$1.49M +28,428 +34%
MWM
19
MinichMacGregor Wealth Management
New York
$5.16M +$55.3K +1,059 +1%
OSNBOA
20
Old Second National Bank of Aurora
Illinois
$3.67M +$63K +1,205 +2%
US Bancorp
21
US Bancorp
Minnesota
$3.4M +$837K +16,013 +31%
MC
22
Martin & Co
Tennessee
$3.4M -$2.36M -45,243 -40%
DCM
23
Donaldson Capital Management
Indiana
$2.79M +$218K +4,167 +8%
VC
24
Vestor Capital
Illinois
$2.48M +$70.3K +1,346 +3%
Goldman Sachs
25
Goldman Sachs
New York
$2.38M -$14.7K -282 -0.6%