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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
226
MGO One Seven
Ohio
$743K +$764K +12,310 New
PCG
227
Private Capital Group
Connecticut
$738K +$742K +11,956 +4,428%
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$735K
LJAC
229
L.J. Altfest & Co
New York
$727K +$12.5K +201 +2%
PMG
230
ProVise Management Group
Florida
$722K +$72.4K +1,166 +11%
WPP
231
Whalerock Point Partners
Rhode Island
$719K +$147K +2,364 +25%
DIA
232
Dana Investment Advisors
Wisconsin
$714K
BFEC
233
Benjamin F. Edwards & Company
Missouri
$712K -$10.2K -165 -1%
MC
234
Moors & Cabot
Massachusetts
$711K +$731K +11,779 New
AWM
235
Aries Wealth Management
Maine
$709K +$183K +2,950 +34%
Cerity Partners
236
Cerity Partners
New York
$701K -$48.4K -780 -6%
CTC
237
Central Trust Company
Missouri
$698K +$258K +4,150 +56%
TC
238
TradeLink Capital
Illinois
$688K +$708K +11,400 New
IWM
239
IHT Wealth Management
Illinois
$666K +$307K +4,947 +78%
AW
240
ACG Wealth
Georgia
$660K +$96.3K +1,551 +17%
DW
241
Domani Wealth
Pennsylvania
$637K -$16.8K -270 -2%
SWP
242
Stratos Wealth Partners
Ohio
$635K +$72.1K +1,161 +12%
PCA
243
Peddock Capital Advisors
Massachusetts
$635K +$653K +10,518 New
TPWA
244
TRUE Private Wealth Advisors
Oregon
$628K +$3.1K +50 +0.5%
PFA
245
Paradigm Financial Advisors
Missouri
$628K +$412K +6,629 +175%
CPA
246
Clear Perspective Advisors
Illinois
$610K +$74.7K +1,203 +14%
CL
247
CSS LLC
Illinois
$609K +$626K +10,085 New
RHCA
248
Rosenthal Henry Capital Advisors
Indiana
$604K
PPSG
249
Princeton Portfolio Strategies Group
New Jersey
$601K +$617K +9,945 New
ASN
250
Advisory Services Network
Georgia
$587K +$85.2K +1,373 +16%