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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Joel Isaacson & Co
New York
$67K – – –
MFW
127
Mosaic Family Wealth
Missouri
$67K – – –
TWA
128
TCI Wealth Advisors
Arizona
$60K – – –
HWP
129
Hefty Wealth Partners
Indiana
$57K +$56.1K +1,726 New
EDRE
130
Edmond de Rothschild (Europe)
Luxembourg
$50K +$48.8K +1,500 New
CLOS
131
Compagnie Lombard Odier SCmA
Switzerland
$49K – – –
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$48K – – –
US Bancorp
133
US Bancorp
Minnesota
$46K – – –
AG
134
Advisor Group
Arizona
$42K +$5.3K +163 +15%
GWA
135
Guidant Wealth Advisors
Illinois
$35K +$33.6K +1,032 New
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K – – –
SBL
137
Sargent Bickham Lagudis
Colorado
$27K -$25.4K -780 -49%
IWMPD
138
Integrated Wealth Management (Palm Desert)
California
$26K – – –
NCM
139
Nelson Capital Management
California
$23K – – –
ASN
140
Advisory Services Network
Georgia
$22K +$21.9K +673 New
CPIG
141
Chicago Partners Investment Group
Illinois
$19K +$18.4K +565 New
JIR
142
James Investment Research
Ohio
$17K -$17.2K -530 -51%
OC
143
Oakworth Capital
Alabama
$17K – – –
AIM
144
Advantage Investment Management
Iowa
$16K +$16K +491 New
LNB
145
Ledyard National Bank
$15K -$211K -6,500 -94%
CFA
146
Carroll Financial Associates
North Carolina
$15K +$14.6K +450 New
WIC
147
Woodmont Investment Counsel
Tennessee
$15K +$14.6K +450 New
ACS
148
Archford Capital Strategies
Illinois
$8K – – –
GWS
149
Glassman Wealth Services
Virginia
$8K – – –
PG
150
Patten Group
Tennessee
$6.96K – – –