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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
176
Carnegie Investment Counsel
Ohio
$237K +$34.5K +705 +11%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$235K -$4.7K -96 -1%
OC
178
Oppenheimer & Co
New York
$231K -$1.28M -26,139 -79%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$223K +$49.6K +1,013 +17%
FPFS
180
First Personal Financial Services
North Carolina
$222K -$2.2M -45,013 -87%
PFT
181
Providence First Trust
Arizona
$219K – – –
EDRH
182
Edmond de Rothschild Holding
Switzerland
$179K – – –
BAM
183
Belpointe Asset Management
Nevada
$175K +$35.1K +717 +15%
GWM
184
Geneos Wealth Management
Colorado
$167K +$133K +2,709 +117%
CFGS
185
Concourse Financial Group Securities
Alabama
$163K +$6.22K +127 +3%
GEA
186
Glen Eagle Advisors
New Jersey
$160K +$147 +3 +0.1%
EW
187
Evoke Wealth
California
$156K +$234K +4,780 New
MCM
188
McMillion Capital Management
North Carolina
$153K +$21.3K +435 +10%
CWP
189
CFM Wealth Partners
Texas
$150K – – –
QT
190
Quantbot Technologies
New York
$149K +$224K +4,582 New
PCG
191
Private Capital Group
Connecticut
$138K -$35.5K -725 -15%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$135K -$81.3K -1,661 -29%
FHA
193
Flagship Harbor Advisors
Massachusetts
$132K +$66.1K +1,350 +50%
EWM
194
Edge Wealth Management
New York
$120K – – –
ASN
195
Advisory Services Network
Georgia
$111K -$118K -2,420 -42%
VFA
196
Valeo Financial Advisors
Indiana
$110K +$1.81K +37 +1%
SCP
197
Siena Capital Partners
Illinois
$110K +$1.96M +40,000 New
CF
198
Centaurus Financial
California
$106K -$81.2K -1,658 -34%
OIA
199
Optimum Investment Advisors
Illinois
$105K -$14.7K -300 -9%
PA
200
Parallel Advisors
California
$99K -$27.7K -565 -16%