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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BigSur Wealth Management
Florida
$42K -$18.3K -500 -31%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$42K
AAP
228
Arax Advisory Partners
Colorado
$40K -$10.8K -295 -22%
IBOK
229
Independence Bank of Kentucky
Kentucky
$38K
VCM
230
Versant Capital Management
Arizona
$38K
HWA
231
HCR Wealth Advisors
California
$36K
BG
232
Bollard Group
Massachusetts
$36K +$110 +3 +0.3%
CWC
233
Carolinas Wealth Consulting
North Carolina
$34K +$32.7K +893 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$33K
CFGS
235
Concourse Financial Group Securities
Alabama
$32K -$153K -4,182 -84%
RFWA
236
RPg Family Wealth Advisory
Massachusetts
$31.3K
MHR
237
Matthew Hamilton Rosenberg
$31K +$30K +820 New
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$3.73K +102 +16%
ME
239
McIlrath & Eck
Washington
$26K
AF
240
Advisornet Financial
Minnesota
$25K
PMFA
241
Plante Moran Financial Advisors
Michigan
$23K
SBL
242
Sargent Bickham Lagudis
Colorado
$21K
VNA
243
Valley National Advisers
Pennsylvania
$20K -$36.1K -987 -66%
CCM
244
Covington Capital Management
California
$19K
HIA
245
Harbor Investment Advisory
Maryland
$19K
CFA
246
Carroll Financial Associates
North Carolina
$17K +$841 +23 +5%
GFPC
247
Global Financial Private Client
Florida
$16.7K
PFO
248
Pathstone Family Office
New Jersey
$16K +$402 +11 +3%
AIM
249
Anchor Investment Management
South Carolina
$15.4K -$6.95K -190 -32%
RIA
250
RPG Investment Advisory
California
$15K -$2.94M -80,399 -100%