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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
126
VisionPoint Advisory Group
Texas
$253K +$224K +6,046 New
PAS
127
Park Avenue Securities
New York
$253K +$224K +6,053 New
CIC
128
Chilton Investment Company
Connecticut
$251K +$222K +6,000 New
EFS
129
Essex Financial Services
Connecticut
$250K +$221K +5,975 New
CL
130
COWA LLC
Oklahoma
$235K +$189K +5,100 New
LP
131
LGL Partners
Pennsylvania
$234K +$208K +5,604 New
RCA
132
Resonant Capital Advisors
Wisconsin
$233K +$206K +5,564 New
CFGS
133
Concourse Financial Group Securities
Alabama
$232K +$206K +5,547 New
NA
134
NewEdge Advisors
Louisiana
$229K +$203K +5,480 New
SC
135
SouthState Corp
Florida
$226K +$200K +5,409 New
MIG
136
McGuire Investment Group
Rhode Island
$220K +$195K +5,259 New
MFG
137
Magnus Financial Group
New York
$209K +$185K +5,000 New
LWM
138
Laidlaw Wealth Management
New York
$208K +$184K +4,968 New
BTWM
139
Baker Tilly Wealth Management
Wisconsin
$208K +$185K +4,979 New
APP
140
Avantax Planning Partners
Iowa
$207K +$184K +4,955 New
Baird Financial Group
141
Baird Financial Group
Wisconsin
$206K +$183K +4,930 New
DWM
142
Dorchester Wealth Management
Quebec, Canada
$201K +$178K +4,800 New
QCG
143
Quadrant Capital Group
Ohio
$200K +$111K +3,002 +168%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$186K -$94.5K -2,551 -36%
EW
145
Evoke Wealth
California
$184K -$22.2K -600 -12%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$181K
HPC
147
HM Payson & Co
Maine
$167K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$165K -$38.5K -1,040 -22%
SFS
149
Sowell Financial Services
Arkansas
$148K
EDRH
150
Edmond de Rothschild Holding
Switzerland
$125K