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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
251
Carnegie Investment Counsel
Ohio
$445K -$25.6K -410 -5%
BCM
252
Bayesian Capital Management
New York
$441K +$475K +7,600 New
AL
253
Aspiriant LLC
California
$436K +$240K +3,849 +105%
AIP
254
Almanack Investment Partners
Pennsylvania
$431K -$26.5K -425 -5%
MM
255
Main Management
California
$428K – – –
IWC
256
Integrated Wealth Concepts
Massachusetts
$427K +$98.3K +1,574 +27%
Franklin Resources
257
Franklin Resources
California
$421K – – –
KPWS
258
Kestra Private Wealth Services
Texas
$417K -$151K -2,425 -25%
EFS
259
Essex Financial Services
Connecticut
$414K -$34.3K -550 -7%
AWM
260
Avaii Wealth Management
Wisconsin
$410K +$19.9K +319 +5%
CPO
261
Cerity Partners OCIO
New York
$406K +$125 +2 +0%
PFO
262
Pathstone Family Office
New Jersey
$402K +$31.2K +500 +8%
AAS
263
Avantax Advisory Services
Texas
$393K -$19.4K -310 -4%
FC
264
Fusion Capital
South Carolina
$384K +$2.19K +35 +0.5%
IF
265
Intrua Financial
Texas
$375K -$25.8K -413 -6%
PMG
266
ProVise Management Group
Florida
$374K +$402K +6,438 New
JCM
267
Jacobi Capital Management
Pennsylvania
$370K +$1.81K +29 +0.5%
CF
268
Centaurus Financial
California
$359K +$24.7K +396 +7%
GVAG
269
Great Valley Advisor Group
Delaware
$357K +$79.8K +1,278 +26%
WCM
270
WealthBridge Capital Management
Ohio
$352K +$31.7K +508 +9%
KPW
271
Kore Private Wealth
New York
$352K +$123K +1,963 +48%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$351K -$18.7K -300 -5%
MAC
273
Mason & Associates (California)
California
$351K -$6.86M -109,896 -95%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$346K -$100K -1,608 -21%
SIC
275
Samalin Investment Counsel
New York
$346K +$1.56K +25 +0.4%