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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
151
Abbot Financial Management
Massachusetts
$920K
JIR
152
James Investment Research
Ohio
$916K -$123K -1,961 -11%
SCM
153
SOL Capital Management
Maryland
$912K
DWM
154
Dakota Wealth Management
Florida
$906K +$962K +15,390 New
PP
155
Patten & Patten
Tennessee
$901K -$16.9K -270 -2%
CGA
156
Crescent Grove Advisors
Illinois
$892K -$627K -10,025 -40%
KAS
157
Kestra Advisory Services
Texas
$891K -$268K -4,292 -22%
CFD
158
Creative Financial Designs
Indiana
$875K +$38.5K +615 +4%
6F
159
626 Financial
Michigan
$869K -$165K -2,634 -15%
BAM
160
Belpointe Asset Management
Nevada
$869K +$13.5K +216 +1%
PSP
161
Principal Street Partners
Tennessee
$863K +$5.32K +85 +0.6%
WCM
162
Washburn Capital Management
Florida
$858K -$64.1K -1,025 -7%
DADC
163
D.A. Davidson & Co
Montana
$846K +$27K +431 +3%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$843K -$22.3M -357,103 -96%
PFO
165
Pathstone Family Office
New Jersey
$815K +$433K +6,917 +100%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$815K -$1.7M -27,114 -66%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$791K -$704K -11,259 -46%
JIC
168
Joel Isaacson & Co
New York
$790K +$13.5K +216 +2%
GWM
169
Geneos Wealth Management
Colorado
$785K -$212K -3,385 -20%
MA
170
Mutual Advisors
Nebraska
$770K +$17.2K +275 +2%
IFG
171
Independent Financial Group
California
$765K -$578K -9,243 -42%
DSC
172
Duncker Streett & Co
Missouri
$761K
WJWM
173
Williams Jones Wealth Management
New York
$743K -$138K -2,200 -15%
PAG
174
Private Advisor Group
New Jersey
$734K -$24.8K -396 -3%
ACM
175
Advisors Capital Management
New Jersey
$724K -$181K -2,890 -20%