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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
$24.9M -$3.14M -76,622 -12%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.7M +$789K +19,242 +5%
Bank of America
3
Bank of America
North Carolina
$15.7M -$9.98M -243,395 -40%
JP Morgan Chase
4
JP Morgan Chase
New York
$12.4M +$2.23M +54,494 +24%
US Bancorp
5
US Bancorp
Minnesota
$12.3M -$4.03M -98,383 -26%
Wells Fargo
6
Wells Fargo
California
$11.8M -$2.91M -70,959 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.6M -$6.2M -151,298 -38%
LPL Financial
8
LPL Financial
California
$10.6M -$451K -11,003 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.15M +$201K +4,897 +3%
UBS Group
10
UBS Group
Switzerland
$7.38M +$3.38M +82,314 +94%
Ameriprise
11
Ameriprise
Minnesota
$7.1M -$786K -19,176 -10%
Truist Financial
12
Truist Financial
North Carolina
$6.27M -$6.33M -154,460 -52%
Citadel Advisors
13
Citadel Advisors
Florida
$5.45M +$3.05M +74,292 +145%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.28M -$771K -18,812 -13%
AWC
15
Abundance Wealth Counselors
Pennsylvania
$4.31M +$303K +7,384 +8%
SPIA
16
Steward Partners Investment Advisory
New York
$3.48M +$624K +15,219 +23%
AWS
17
Atria Wealth Solutions
New York
$2.94M +$1.81M +44,218 +188%
ECG
18
Edge Capital Group
Georgia
$2.91M +$683K +16,649 +33%
CAG
19
Crestwood Advisors Group
Massachusetts
$2.79M -$761K -18,560 -22%
MC
20
Martin & Co
Tennessee
$2.75M -$66.4K -1,620 -2%
CI
21
CX Institutional
Indiana
$2.73M -$414K -10,084 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.67M -$423K -10,309 -14%
KWM
23
Kingsview Wealth Management
Oregon
$2.53M +$1.12M +27,257 +87%
Goldman Sachs
24
Goldman Sachs
New York
$2.45M -$2.26M -55,226 -49%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.31M +$743K +18,118 +52%