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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$651K +$44.1K +940 +7%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$635K -$54.8K -1,168 -8%
HFW
78
Horizon Family Wealth
Illinois
$615K +$639K +13,615 New
ECM
79
Exchange Capital Management
Michigan
$608K -$356K -7,589 -36%
OC
80
Oppenheimer & Co
New York
$607K -$12.7K -271 -2%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$602K -$15.2M -322,925 -96%
NSAM
82
North Star Asset Management
Wisconsin
$589K -$3.52K -75 -0.6%
Mariner
83
Mariner
Kansas
$580K -$91.5K -1,950 -13%
BWM
84
BigSur Wealth Management
Florida
$570K
WA
85
WP Advisors
California
$558K +$5.4K +115 +0.9%
CI
86
CX Institutional
Indiana
$550K +$572K +12,189 New
CCA
87
Cobblestone Capital Advisors
New York
$547K
EH
88
Equitable Holdings
New York
$546K -$110K -2,350 -16%
SPIA
89
Steward Partners Investment Advisory
New York
$529K -$9.01K -192 -2%
SIC
90
Samalin Investment Counsel
New York
$521K +$8.68K +185 +2%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$497K +$2.77K +59 +0.5%
Creative Planning
92
Creative Planning
Kansas
$495K -$111K -2,368 -18%
FSA
93
Financial Sense Advisors
California
$479K +$498K +10,620 New
CRC
94
Curi RMB Capital
Illinois
$466K -$271K -5,766 -36%
SF
95
Synovus Financial
Georgia
$462K +$16K +341 +3%
QT
96
Quantbot Technologies
New York
$452K +$246K +5,232 +110%
V
97
Veritable
Delaware
$447K
CG
98
Cutler Group
California
$440K +$23.5K +501 +5%
HWA
99
Heritage Wealth Advisors
Virginia
$428K
Cerity Partners
100
Cerity Partners
New York
$427K +$173K +3,690 +64%