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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Pettinga Financial Advisors
Indiana
$294K +$14K +225 +5%
GEA
302
Glen Eagle Advisors
New Jersey
$291K +$749 +12 +0.3%
PP
303
Professional Planning
California
$290K +$273K +4,379 New
JGUA
304
John G. Ullman & Associates
New York
$285K -$387K -6,200 -59%
BHWM
305
Bar Harbor Wealth Management
New Hampshire
$283K – – –
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$281K +$264K +4,238 New
MOS
307
MGO One Seven
Ohio
$279K +$263K +4,220 New
PI
308
PEAK6 Investments
Illinois
$276K +$69.8K +1,119 +37%
WWM
309
Western Wealth Management
Colorado
$273K +$257K +4,111 New
Vanguard Capital Wealth Advisors
310
Vanguard Capital Wealth Advisors
Colorado
$272K +$255K +4,087 New
FWIA
311
Fort Washington Investment Advisors
Ohio
$267K +$252K +4,030 New
EP
312
Edgestream Partners
New Jersey
$266K +$251K +4,017 New
RZH
313
Relyea Zuckerberg Hanson
Connecticut
$261K +$237K +3,799 New
RFN
314
RDA Financial Network
Iowa
$257K – – –
GRP
315
Global Retirement Partners
California
$255K +$161K +2,585 +206%
WWMSC
316
Wagner Wealth Management (South Carolina)
South Carolina
$255K +$234K +3,750 +3,750%
FMWA
317
Forvis Mazars Wealth Advisors
Missouri
$254K -$4.68K -75 -2%
IA
318
IFP Advisors
Florida
$254K +$35.6K +571 +18%
GVAG
319
Great Valley Advisor Group
Delaware
$252K +$237K +3,797 New
WP
320
WealthSource Partners
California
$249K +$234K +3,747 New
TB
321
Terril Brothers
Missouri
$247K +$232K +3,725 New
CCT
322
Country Club Trust
Missouri
$240K -$349K -5,590 -61%
NAS
323
Nicolet Advisory Services
Wisconsin
$237K +$223K +3,573 New
WA
324
Winfield Associates
Ohio
$236K +$222K +3,560 New
DC
325
Davenport & Co
Virginia
$235K +$221K +3,549 New