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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
201
RPg Family Wealth Advisory
Massachusetts
$73.7K
EDRH
202
Edmond de Rothschild Holding
Switzerland
$70K -$82.5K -1,693 -53%
SFM
203
Signet Financial Management
New Jersey
$70K +$14.6K +300 +25%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$69K +$22.7K +466 +45%
NFG
205
Next Financial Group
Texas
$67K +$70.1K +1,438 New
CRC
206
Curi RMB Capital
Illinois
$62K +$14.4K +295 +28%
MA
207
MUFG Americas
New York
$61K
WT
208
Whittier Trust
California
$59K +$41.9K +860 +215%
CFGS
209
Concourse Financial Group Securities
Alabama
$56K +$58.5K +1,200 New
CTC
210
Central Trust Company
Missouri
$47K
TC
211
Trilogy Capital
California
$41K +$8.14K +167 +23%
PCG
212
Private Capital Group
Connecticut
$38K
EWM
213
Edge Wealth Management
New York
$37K
JIR
214
James Investment Research
Ohio
$35K
CGT
215
Capital Guardian Trust
California
$35K +$36.6K +751 New
PFPT
216
Pinnacle Financial Partners (Tennessee)
Tennessee
$35K +$37K +760 New
KL
217
KWMG LLC
Kansas
$32K
NCM
218
Nelson Capital Management
California
$32K
GWM
219
Geneos Wealth Management
Colorado
$29K -$685K -14,062 -96%
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
FHA
221
Flagship Harbor Advisors
Massachusetts
$28K +$23.6K +484 +397%
LFG
222
LifePlan Financial Group
Ohio
$27K
US Bancorp
223
US Bancorp
Minnesota
$27K +$13.4K +275 +92%
BBHC
224
Brown Brothers Harriman & Co
New York
$23K
OC
225
Oakworth Capital
Alabama
$23K