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State Street SPDR S&P Bank ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$234K
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$232K +$90.7K +1,625 New
WWM
203
Western Wealth Management
Colorado
$230K +$244K +4,376 New
TFCP
204
Twin Focus Capital Partners
Massachusetts
$228K
BRWA
205
B. Riley Wealth Advisors
Florida
$226K +$241K +4,310 New
ARC
206
Advisor Resource Council
Texas
$219K -$4.65M -83,298 -95%
SC
207
Scotia Capital
Ontario, Canada
$217K +$231K +4,145 New
HPC
208
HM Payson & Co
Maine
$214K +$5.58K +100 +3%
JIR
209
James Investment Research
Ohio
$210K
DJYG
210
David J. Yvars Group
Florida
$208K +$725 +13 +0.3%
GIA
211
Gladstone Institutional Advisory
Florida
$207K +$221K +3,960 New
C
212
Certuity
Florida
$204K +$1.4K +25 +0.6%
NB
213
NBT Bank
New York
$203K
SWM
214
Spire Wealth Management
Virginia
$203K
DC
215
Davenport & Co
Virginia
$202K +$215K +3,850 New
Allianz Asset Management
216
Allianz Asset Management
Germany
$182K +$194K +3,480 New
SC
217
SouthState Corp
Florida
$165K
PA
218
Parallel Advisors
California
$162K -$18K -322 -10%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$161K +$16.9K +302 +11%
OFG
220
Oxford Financial Group
Indiana
$157K +$167K +3,000 New
S
221
SignatureFD
Georgia
$157K +$167K +3,000 New
BBHC
222
Brown Brothers Harriman & Co
New York
$155K
GC
223
Garde Capital
Washington
$144K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$138K
TWA
225
TCI Wealth Advisors
Arizona
$136K +$7.53K +135 +5%