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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
101
Montecito Bank & Trust
California
$313K
OCM
102
Objective Capital Management
Ohio
$310K
CFAM
103
Coury Firm Asset Management
Pennsylvania
$305K +$3.23K +83 +1%
WPW
104
Waldron Private Wealth
Pennsylvania
$305K
Fisher Asset Management
105
Fisher Asset Management
Washington
$305K +$322K +8,269 New
TRCT
106
Tower Research Capital (TRC)
New York
$301K +$314K +8,054 +7,457%
IWC
107
Integrated Wealth Concepts
Massachusetts
$300K -$5.69K -146 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$294K -$6.47K -166 -2%
ASN
109
Advisory Services Network
Georgia
$280K -$9.78K -251 -3%
EH
110
Equitable Holdings
New York
$273K +$5.49K +141 +2%
FAM
111
Formidable Asset Management
Ohio
$262K
GVAG
112
Great Valley Advisor Group
Delaware
$261K +$54.6K +1,401 +25%
MA
113
Mutual Advisors
Nebraska
$253K +$25K +641 +10%
Corient Private Wealth
114
Corient Private Wealth
Florida
$252K +$266K +6,827 New
YIH
115
Y-Intercept (HK)
Hong Kong
$248K +$262K +6,724 New
SI
116
Stephens Inc
Arkansas
$248K -$8.76K -225 -3%
OC
117
Oppenheimer & Co
New York
$247K -$39 -1 -0%
LCS
118
Levin Capital Strategies
New York
$243K
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$236K +$249K +6,400 New
FTS
120
Fifth Third Securities
Ohio
$234K -$3.78K -97 -2%
MFG
121
Magnus Financial Group
New York
$231K +$245K +6,281 New
EWA
122
EP Wealth Advisors
California
$229K -$515K -13,224 -68%
DDPIC
123
Deroy & Devereaux Private Investment Counsel
Michigan
$228K
SWM
124
Spire Wealth Management
Virginia
$222K +$116K +2,990 +99%
LWM
125
Laidlaw Wealth Management
New York
$221K