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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Nations Financial Group
Iowa
$736K +$72K +1,254 +11%
Cerity Partners
227
Cerity Partners
New York
$729K -$44.8K -779 -6%
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$716K +$11.5K +200 +2%
UR
229
USCA RIA
Texas
$714K +$108K +1,885 +18%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$704K -$1.67K -29 -0.2%
LJAC
231
L.J. Altfest & Co
New York
$696K -$3.04K -53 -0.4%
DIA
232
Dana Investment Advisors
Wisconsin
$696K – – –
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$696K +$44.9K +781 +7%
BHWM
234
Bar Harbor Wealth Management
New Hampshire
$677K -$28.6K -497 -4%
XS
235
XR Securities
Illinois
$675K +$659K +11,475 New
HPC
236
Hobart Private Capital
North Carolina
$658K +$642K +11,178 New
BHB
237
Bank Hapoalim BM
Israel
$656K -$151K -2,625 -19%
PCG
238
Private Capital Group
Connecticut
$652K +$15.5K +270 New
DW
239
Domani Wealth
Pennsylvania
$637K – – –
PMG
240
ProVise Management Group
Florida
$636K +$126K +2,186 +25%
SI
241
Stephens Inc
Arkansas
$630K -$2.14M -37,289 -78%
TPWA
242
TRUE Private Wealth Advisors
Oregon
$609K +$27.3K +476 +5%
UAS
243
United Asset Strategies
New York
$608K +$594K +10,335 New
SPC
244
Sigma Planning Corp
Michigan
$603K -$39K -679 -6%
RHCA
245
Rosenthal Henry Capital Advisors
Indiana
$589K +$327K +5,700 +133%
AIA
246
Avalon Investment & Advisory
Texas
$569K +$225K +3,914 +68%
WPP
247
Whalerock Point Partners
Rhode Island
$562K +$549K +9,550 New
AWM
248
Aries Wealth Management
Maine
$553K +$504K +8,773 New
AW
249
ACG Wealth
Georgia
$552K +$539K +9,383 New
SWP
250
Stratos Wealth Partners
Ohio
$551K +$9.36K +163 +2%