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iShares US Regional Banks ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$23.8M -$38.3K -1,064 -0.2%
Bank of America
2
Bank of America
North Carolina
$21.1M -$139M -3,853,730 -86%
Morgan Stanley
3
Morgan Stanley
New York
$17.9M -$1.16M -32,344 -6%
US Bancorp
4
US Bancorp
Minnesota
$13.2M -$352K -9,783 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$991K +27,540 +8%
Wells Fargo
6
Wells Fargo
California
$11M -$1.2M -33,224 -9%
BIA
7
Barry Investment Advisors
Massachusetts
$9.94M +$371K +10,297 +4%
BB
8
Bell Bank
North Dakota
$9.22M -$345K -9,583 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.29M -$8.66M -240,530 -49%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.99M +$66.5K +1,848 +0.8%
LPL Financial
11
LPL Financial
California
$7.38M -$3.68M -102,396 -32%
Truist Financial
12
Truist Financial
North Carolina
$7.36M -$66.5K -1,849 -0.8%
AI
13
Arrien Investments
Idaho
$5.32M +$1.02M +28,297 +22%
Ameriprise
14
Ameriprise
Minnesota
$5.3M +$2.74M +76,225 +94%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.08M +$1.18M +32,799 +28%
CI
16
CX Institutional
Indiana
$4.56M +$634K +17,628 +15%
LIA
17
Luken Investment Analytics
Tennessee
$4.51M +$4.76M +132,331 +7,562%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.28M -$243K -6,741 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.16M -$36.3K -1,008 -0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.18M +$666K +18,509 +24%
UBS Group
21
UBS Group
Switzerland
$3.04M -$1.32M -36,622 -29%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.98M +$3.2M +88,791 New
AWC
23
Abundance Wealth Counselors
Pennsylvania
$2.9M +$3.11M +86,419 New
MC
24
Martin & Co
Tennessee
$2.27M -$12.5K -348 -0.5%
SPIA
25
Steward Partners Investment Advisory
New York
$2.18M +$9.86K +274 +0.4%