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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
326
KMG Fiduciary Partners
Ohio
$219K -$43.9K -800 -17%
GM
327
GeoWealth Management
Illinois
$217K -$16.5K -300 -7%
KWM
328
Kolinsky Wealth Management
New Jersey
$215K +$209K +3,807 New
CPSC
329
Carl P. Sherr & Co
Massachusetts
$211K +$204K +3,722 New
SPC
330
Sigma Planning Corp
Michigan
$211K +$204K +3,721 New
KPWS
331
Kestra Private Wealth Services
Texas
$208K +$202K +3,682 New
CC
332
Courier Capital
New York
$208K +$201K +3,668 New
FCI
333
Financial Counselors Inc
Kansas
$207K +$200K +3,650 New
Neuberger Berman Group
334
Neuberger Berman Group
New York
$207K +$200K +3,650 New
TFCP
335
Twin Focus Capital Partners
Massachusetts
$204K +$198K +3,600 New
PCMC
336
Private Capital Management (Colorado)
Colorado
$202K -$59.7K -1,088 -23%
YIH
337
Y-Intercept (HK)
Hong Kong
$202K -$297K -5,409 -60%
NLP
338
Next Level Private
New York
$201K +$195K +3,556 New
DAS
339
Diversify Advisory Services
Utah
$200K +$188K +3,418 New
William Blair & Company
340
William Blair & Company
Illinois
$195K +$39K +710 +26%
MWM
341
MGB Wealth Management
Texas
$191K
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$179K
CPA
343
Cardiff Park Advisors
California
$178K +$1.15K +21 +0.7%
AGWCA
344
Annis Gardner Whiting Capital Advisors
Florida
$170K -$14K -255 -8%
WI
345
Wintrust Investments
Illinois
$157K -$1.47M -26,690 -91%
SS
346
Sunbelt Securities
Texas
$155K +$3.9K +71 +3%
JPWM
347
Jamison Private Wealth Management
Georgia
$154K -$9.5K -173 -6%
PCWA
348
Pacific Capital Wealth Advisors
California
$151K
MM
349
Main Management
California
$149K -$35.5M -647,132 -100%
RFA
350
Register Financial Advisors
Georgia
$148K +$274 +5 +0.2%