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State Street SPDR S&P Capital Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
76
Delta Investment Management
California
$340K +$60.9K +440 +22%
CF
77
Claris Financial
Virginia
$329K +$331K +2,390 New
AssetMark Inc
78
AssetMark Inc
California
$322K -$107M -777,119 -100%
BFAG
79
Blackston Financial Advisory Group
Florida
$266K -$40.3K -291 -13%
SWA
80
Stratos Wealth Advisors
Ohio
$246K +$247K +1,785 New
IFG Advisory
81
IFG Advisory
Georgia
$244K +$246K +1,775 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$240K +$44K +318 +22%
CC
83
Courier Capital
New York
$234K +$235K +1,702 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$234K +$11.3K +82 +5%
IA
85
IAM Advisory
Pennsylvania
$232K +$233K +1,684 New
WC
86
Westwind Capital
New Mexico
$226K +$2.27M +16,413 New
KFS
87
Kaizen Financial Strategies
California
$221K +$222K +1,607 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$203K +$203K +1,471 +49,033%
AP
89
Advisors Preferred
Maryland
$182K -$102K -738 -36%
EP Wealth Advisors
90
EP Wealth Advisors
California
$164K -$20.9K -151 -11%
PTC
91
Private Trust Company
Ohio
$159K +$58.9K +426 +59%
MWM
92
MGB Wealth Management
Texas
$151K – – –
T
93
Tidemark
California
$114K +$114K +827 New
William Blair & Company
94
William Blair & Company
Illinois
$112K – – –
RIA
95
Realta Investment Advisors
Delaware
$82.2K +$81.6K +590 New
Comerica Bank
96
Comerica Bank
Texas
$72.3K +$62.2K +450 +600%
Brown Brothers Harriman & Co
97
Brown Brothers Harriman & Co
New York
$67.2K – – –
GTAM
98
Global Trust Asset Management
Florida
$55.1K – – –
Larson Financial Group
99
Larson Financial Group
Missouri
$50.1K -$830 -6 -2%
CFGS
100
Concourse Financial Group Securities
Alabama
$40.5K +$38.9K +281 New