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State Street SPDR S&P Bank ETF
KBE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
151
Aristides Capital
Kentucky
$356K +$341K +6,723 New
EW
152
Evoke Wealth
California
$354K – – –
LWM
153
Laidlaw Wealth Management
New York
$352K -$20K -394 -6%
LCS
154
Levin Capital Strategies
New York
$349K – – –
OC
155
Oppenheimer & Co
New York
$348K -$74.1K -1,460 -18%
KNW
156
Kesler Norman & Wride
Utah
$346K -$28.3K -557 -8%
CA
157
Cetera Advisors
Colorado
$336K +$53.5K +1,054 +20%
PCM
158
Poehling Capital Management
Wisconsin
$333K -$195K -3,850 -38%
DDPIC
159
Deroy & Devereaux Private Investment Counsel
Michigan
$328K – – –
AWM
160
AE Wealth Management
Kansas
$324K +$43.8K +863 +16%
IWC
161
Integrated Wealth Concepts
Massachusetts
$319K -$450K -8,857 -60%
DADC
162
D.A. Davidson & Co
Montana
$318K -$98.2K -1,935 -24%
CL
163
COWA LLC
Oklahoma
$307K – – –
LP
164
LGL Partners
Pennsylvania
$301K +$1.47K +29 +0.5%
SLWS
165
Swaine & Leidel Wealth Services
Florida
$286K +$275K +5,419 New
MIG
166
McGuire Investment Group
Rhode Island
$277K – – –
MA
167
Mutual Advisors
Nebraska
$271K -$16.7K -329 -6%
ASN
168
Advisory Services Network
Georgia
$268K -$469K -9,237 -65%
APP
169
Avantax Planning Partners
Iowa
$262K – – –
CAN
170
Cetera Advisor Networks
California
$261K -$149K -2,928 -37%
IC
171
IEQ Capital
California
$259K -$254K -5,000 -51%
QCG
172
Quadrant Capital Group
Ohio
$254K +$102 +2 +0%
BTWM
173
Baker Tilly Wealth Management
Wisconsin
$240K -$20K -393 -8%
IFWM
174
Institute for Wealth Management
Colorado
$237K – – –
TFCP
175
Twin Focus Capital Partners
Massachusetts
$230K – – –
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