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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$337K +$61.8K +1,690 +24%
MA
152
Mutual Advisors
Nebraska
$326K +$311K +8,502 New
FMWA
153
Forvis Mazars Wealth Advisors
Missouri
$324K -$596K -16,294 -66%
WOSD
154
WFA of San Diego
California
$312K +$201K +5,500 New
OIA
155
OneDigital Investment Advisors
Kansas
$310K -$2.82K -77 -0.9%
EWA
156
EP Wealth Advisors
California
$308K -$649K -17,751 Closed
CIC
157
Carnegie Investment Counsel
Ohio
$301K +$20.1K +550 +8%
CCFM
158
Clear Creek Financial Management
Washington
$299K +$2.38K +65 +0.8%
BAM
159
Belpointe Asset Management
Nevada
$297K +$85.6K +2,341 +44%
SIC
160
Samalin Investment Counsel
New York
$292K -$2.96K -81 -1%
DBIA
161
Dumont & Blake Investment Advisors
New Jersey
$291K -$6.4K -175 -2%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$291K – – –
IC
163
Inverness Counsel
New York
$287K – – –
Millennium Management
164
Millennium Management
New York
$283K -$9.59M -262,250 -97%
MM
165
Main Management
California
$283K – – –
Franklin Resources
166
Franklin Resources
California
$283K +$274K +7,500 New
FC
167
Fusion Capital
South Carolina
$274K -$43.2K -1,181 -14%
VC
168
Vicus Capital
Pennsylvania
$271K -$62.3K -1,703 -19%
AWM
169
AE Wealth Management
Kansas
$270K -$45.3K -1,238 -15%
TC
170
TownSquare Capital
Utah
$259K -$44.9K -1,227 -15%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$259K -$3K -82 -1%
PFT
172
Providence First Trust
Arizona
$258K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$256K -$28.2K -771 -10%
VFA
174
Voya Financial Advisors
Connecticut
$248K +$243K +6,630 New
FPFS
175
First Personal Financial Services
North Carolina
$245K -$16.1K -441 -6%