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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
$27.2M +$4.16M +115,964 +22%
Bank of America
2
Bank of America
North Carolina
$25.3M -$782K -21,799 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M +$5.35M +149,210 +61%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$1.27M +35,352 +10%
US Bancorp
5
US Bancorp
Minnesota
$16M -$326K -9,084 -2%
Wells Fargo
6
Wells Fargo
California
$14.4M +$616K +17,169 +5%
Truist Financial
7
Truist Financial
North Carolina
$12.5M +$2.87M +79,870 +36%
BIA
8
Barry Investment Advisors
Massachusetts
$12.1M -$46K -1,283 -0.4%
LPL Financial
9
LPL Financial
California
$10.7M +$1.27M +35,418 +16%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.69M +$3.87M +107,858 +87%
HCA
11
Heck Capital Advisors
Wisconsin
$9.43M +$8.09M +225,452 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.31M +$2.56M +71,281 +56%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.65M -$1.96M -54,755 -23%
Ameriprise
14
Ameriprise
Minnesota
$7.64M +$902K +25,139 +16%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$6.24M +$3.77M +105,022 +239%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.88M -$386K -10,761 -7%
Goldman Sachs
17
Goldman Sachs
New York
$4.67M +$2.04M +56,991 +104%
AWC
18
Abundance Wealth Counselors
Pennsylvania
$3.85M +$198K +5,509 +6%
UBS Group
19
UBS Group
Switzerland
$3.67M -$99K -2,760 -3%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.47M -$214K -5,972 -7%
CI
21
CX Institutional
Indiana
$3.05M -$2.25M -62,720 -46%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.01M -$814K -22,685 -24%
AI
23
Arrien Investments
Idaho
$2.82M -$3.26M -90,898 -57%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.78M +$1.07M +29,884 +82%
SPIA
25
Steward Partners Investment Advisory
New York
$2.72M +$3.59K +100 +0.2%