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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$302K +$319K +4,378 New
MCWA
352
Meadow Creek Wealth Advisors
Georgia
$298K – – –
GWM
353
Greenwich Wealth Management
Connecticut
$296K -$109K -1,492 -26%
JGUA
354
John G. Ullman & Associates
New York
$296K – – –
TC
355
Tatro Capital
Kentucky
$294K +$801 +11 +0.3%
CAM
356
CenterStar Asset Management
Illinois
$292K – – –
PCMF
357
Private Capital Management (Florida)
Florida
$289K +$306K +4,200 New
PFP
358
Paragon Financial Partners
California
$288K +$219 +3 +0.1%
WP
359
WealthSource Partners
California
$285K +$301K +4,133 New
KPW
360
Kore Private Wealth
New York
$282K +$78.8K +1,081 +36%
Brown Advisory
361
Brown Advisory
Maryland
$282K +$299K +4,099 New
NAS
362
Nicolet Advisory Services
Wisconsin
$280K +$57.7K +792 +23%
BCA
363
Bay Colony Advisors
Massachusetts
$276K +$31.5K +433 +12%
RJT
364
Raymond James Trust
Florida
$274K +$7.21K +99 +3%
SG
365
StoneX Group
New York
$270K +$285K +3,917 New
MCM
366
Mainstay Capital Management
Michigan
$264K – – –
RFN
367
RDA Financial Network
Iowa
$264K +$5.46K +75 +2%
VFA
368
Valeo Financial Advisors
Indiana
$264K +$68.6K +942 +33%
SCA
369
Snowden Capital Advisors
New York
$262K +$79.8K +1,095 +40%
NCM
370
Novare Capital Management
North Carolina
$262K +$277K +3,805 New
Vanguard Capital Wealth Advisors
371
Vanguard Capital Wealth Advisors
Colorado
$260K -$6.34K -87 -2%
HWM
372
HighMark Wealth Management
Minnesota
$260K +$1.31K +18 +0.5%
CCB
373
Country Club Bank
Missouri
$255K +$264K +3,629 New
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$253K +$268K +3,673 New
FIM
375
FWL Investment Management
Texas
$251K -$291K -4,000 -52%