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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Curi Wealth Management
North Carolina
$10K
MCM
502
MV Capital Management
Maryland
$10K
TWA
503
TCI Wealth Advisors
Arizona
$10K +$10.9K +150 New
Optiver Holding
504
Optiver Holding
Netherlands
$9K -$29.1K -400 -75%
ARIS
505
Advanced Research Investment Solutions
California
$9K +$9.11K +125 New
RG
506
Retirement Group
California
$8K +$1.02K +14 +14%
BWP
507
Baldwin Wealth Partners
Massachusetts
$7K
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
UIA
509
Ulland Investment Advisors
Minnesota
$7K
GFPC
510
Global Financial Private Client
Florida
$5.83K
SCA
511
Sandy Cove Advisors
Massachusetts
$4K
T
512
TCWP
Ohio
$4K +$4.3K +59 New
IAIM
513
Industrial Alliance Investment Management
Quebec, Canada
$4K +$4.37K +60 New
HCA
514
Heck Capital Advisors
Wisconsin
$3.65K -$2.82M -38,764 -100%
BWL
515
Bogart Wealth LLC
Virginia
$3K -$14.6K -200 -81%
AWM
516
Activest Wealth Management
Florida
$3K
SWA
517
SOA Wealth Advisors
New York
$3K
ADL
518
Asset Dedication LLC
California
$3K +$3.64K +50 New
WAM
519
Worth Asset Management
Texas
$3K +$3.64K +50 New
WAS
520
Winch Advisory Services
Wisconsin
$2K
OHWP
521
Oak Harbor Wealth Partners
North Carolina
$2K +$2.4K +33 New
CA
522
Crewe Advisors
Utah
$2K +$2.48K +34 New
BA
523
Bivin & Associates
Oklahoma
$1K
CAGAS
524
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.46K +20 New
AGM
525
Alpine Global Management
New York
$594 -$1.19M -16,349 -65%