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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$435K +$452K +9,090 New
SWP
152
Stratos Wealth Partners
Ohio
$430K +$159K +3,198 +55%
MBT
153
Montecito Bank & Trust
California
$425K
BAM
154
Belpointe Asset Management
Nevada
$424K -$27.8K -560 -6%
AWM
155
AE Wealth Management
Kansas
$403K +$4.92K +99 +1%
WDL
156
Well Done LLC
Michigan
$398K +$21.8K +438 +6%
PCM
157
Poehling Capital Management
Wisconsin
$392K -$3.73K -75 -0.9%
ATC
158
Argent Trust Co
Tennessee
$383K +$84.5K +1,700 +27%
SS
159
Simplicity Solutions
Minnesota
$376K +$12.9K +260 +3%
OPWM
160
Oak Point Wealth Management
Michigan
$374K -$7.31K -147 -2%
Creative Planning
161
Creative Planning
Kansas
$366K +$11.7K +235 +3%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$364K +$378K +7,600 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$358K -$6.41K -129 -2%
BPC
164
Banque Pictet & Cie
Switzerland
$353K +$367K +7,375 New
CAC
165
Certified Advisory Corp
Florida
$348K +$342K +6,880 +1,755%
Simplex Trading
166
Simplex Trading
Illinois
$347K +$361K +7,254 New
Northern Trust
167
Northern Trust
Illinois
$321K -$26.6M -534,518 -99%
HCA
168
Heck Capital Advisors
Wisconsin
$319K -$17.1K -344 -5%
LCS
169
Levin Capital Strategies
New York
$316K
UBS AM
170
UBS AM
Illinois
$315K +$327K +6,583 New
IA
171
IFP Advisors
Florida
$311K
WIA
172
Wealthstreet Investment Advisors
Texas
$311K
Nomura Asset Management
173
Nomura Asset Management
Japan
$311K +$323K +6,500 New
CWM
174
Circle Wealth Management
New Jersey
$308K +$1.04K +21 +0.3%
GT
175
Glenmede Trust
Pennsylvania
$306K