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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
526
Wellington Shields Capital Management
New York
– -$358K -5,200 Closed
DTL
527
Dynamic Technology Lab
Singapore
– -$316K -4,592 Closed
NLP
528
Next Level Private
New York
– -$310K -4,496 Closed
DFG
529
Demars Financial Group
Washington
– -$303K -4,400 Closed
KWM
530
Kingsview Wealth Management
Oregon
– -$302K -4,378 Closed
GWM
531
Greenwich Wealth Management
Connecticut
– -$296K -4,301 Closed
Brown Advisory
532
Brown Advisory
Maryland
– -$282K -4,099 Closed
BCA
533
Bay Colony Advisors
Massachusetts
– -$276K -4,000 Closed
RJT
534
Raymond James Trust
Florida
– -$274K -3,980 Closed
VFA
535
Valeo Financial Advisors
Indiana
– -$264K -3,835 Closed
NCM
536
Novare Capital Management
North Carolina
– -$262K -3,805 Closed
Vanguard Capital Wealth Advisors
537
Vanguard Capital Wealth Advisors
Colorado
– -$260K -3,780 Closed
Thrivent Financial for Lutherans
538
Thrivent Financial for Lutherans
Minnesota
– -$253K -3,673 Closed
FIM
539
FWL Investment Management
Texas
– -$251K -3,650 Closed
CCB
540
Country Club Bank
Missouri
– -$255K -3,629 Closed
GKWIM
541
Gerber Kawasaki Wealth & Investment Management
California
– -$249K -3,616 Closed
BRWA
542
B. Riley Wealth Advisors
Florida
– -$244K -3,533 Closed
OPS
543
Orion Portfolio Solutions
Nebraska
– -$235K -3,410 Closed
NWA
544
Navis Wealth Advisors
New York
– -$219K -3,184 Closed
DJYG
545
David J. Yvars Group
Florida
– -$217K -3,152 Closed
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
– -$215K -3,118 Closed
FMI
547
Factory Mutual Insurance
Massachusetts
– -$214K -3,100 Closed
MA
548
MONECO Advisors
Connecticut
– -$211K -3,070 Closed
SIG
549
Sargent Investment Group
Maryland
– -$210K -3,042 Closed
AIFAIM
550
American Institute for Advanced Investment Management
Arizona
– -$209K -3,040 Closed