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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$740K -$724K -13,541 -46%
HCM
177
Howland Capital Management
Massachusetts
$731K -$246K -4,600 -23%
WAM
178
Wakefield Asset Management
Colorado
$720K +$823K +15,390 New
AFM
179
Abbot Financial Management
Massachusetts
$718K -$38.8K -725 -5%
SWM
180
SeaCrest Wealth Management
New York
$708K -$19.3K -361 -2%
NFG
181
Nations Financial Group
Iowa
$704K -$8.88K -166 -1%
KFP
182
KMG Fiduciary Partners
Ohio
$697K +$796K +14,895 New
CPA
183
Clear Perspective Advisors
Illinois
$694K -$236K -4,406 -23%
PPP
184
Private Portfolio Partners
New Jersey
$692K +$791K +14,792 New
JIC
185
Joel Isaacson & Co
New York
$687K +$29K +543 +4%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$685K -$13.2K -247 -2%
CA
187
Cambridge Advisors
Nebraska
$674K -$240K -4,482 -24%
VWM
188
Valley Wealth Managers
New Jersey
$669K +$764K +14,296 New
VC
189
Vicus Capital
Pennsylvania
$650K -$6.47K -121 -0.9%
BA
190
Broadview Advisors
Wisconsin
$647K +$739K +13,825 New
RWP
191
RWA Wealth Partners
Massachusetts
$646K -$162K -3,035 -18%
SPC
192
Sigma Planning Corp
Michigan
$641K -$25.3K -473 -3%
FPS
193
Fieldpoint Private Securities
Connecticut
$633K -$833K -15,586 -54%
BHWM
194
Bar Harbor Wealth Management
New Hampshire
$606K -$8.88K -166 -1%
JGUA
195
John G. Ullman & Associates
New York
$604K
KA
196
Kovack Advisors
Florida
$597K -$99.4K -1,860 -13%
SF
197
Synovus Financial
Georgia
$594K +$353K +6,611 +108%
NAMP
198
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$590K -$37.4K -700 -5%
FAM
199
Fenimore Asset Management
New York
$585K
LWM
200
Lyell Wealth Management
California
$580K -$617K -11,532 -48%