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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
251
M&R Capital Management
New Jersey
$526K
IWC
252
Integrated Wealth Concepts
Massachusetts
$523K +$326K +4,773 +149%
KPWG
253
KFA Private Wealth Group
Virginia
$521K +$136K +1,989 +33%
MOS
254
MGO One Seven
Ohio
$517K +$251K +3,668 +87%
AWM
255
Avitas Wealth Management
California
$496K +$95.2K +1,393 +23%
MM
256
Main Management
California
$483K
HI
257
Harbour Investments
Wisconsin
$477K +$132K +1,927 +36%
DBIA
258
Dumont & Blake Investment Advisors
New Jersey
$475K
Franklin Resources
259
Franklin Resources
California
$475K
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$466K +$1.85K +27 +0.4%
OIA
261
Optimum Investment Advisors
Illinois
$457K +$11.7K +171 +3%
PA
262
Parallel Advisors
California
$457K +$62.5K +914 +15%
SCG
263
Sonata Capital Group
Washington
$452K +$1.78K +26 +0.4%
RVM
264
Robinson Value Management
Texas
$446K +$466K +6,813 New
BBPWM
265
Blue Bell Private Wealth Management
Pennsylvania
$442K -$109K -1,600 -19%
VWM
266
Vigilare Wealth Management
Arizona
$438K -$233K -3,403 -34%
VVP
267
Venture Visionary Partners
Ohio
$431K
KLCM
268
KG&L Capital Management
Louisiana
$426K +$63.9K +935 +17%
SWP
269
Stratos Wealth Partners
Ohio
$422K +$58K +848 +15%
PFO
270
Pathstone Family Office
New Jersey
$421K +$439K +6,428 New
ASN
271
Advisory Services Network
Georgia
$411K -$47K -687 -10%
TC
272
Tatro Capital
Kentucky
$409K -$68 -1 -0%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$404K +$47.5K +695 +13%
WA
274
Winfield Associates
Ohio
$404K +$178K +2,600 +73%
FC
275
Fusion Capital
South Carolina
$396K -$14.4K -211 -3%