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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
201
Montecito Bank & Trust
California
$293K -$115K -2,209 -28%
BAAM
202
Baker Avenue Asset Management
California
$292K
EDRH
203
Edmond de Rothschild Holding
Switzerland
$291K
FAM
204
Formidable Asset Management
Ohio
$291K
W
205
WealthOne
New York
$286K -$4.7K -90 -2%
CWM
206
Cornerstone Wealth Management
Missouri
$275K -$18.3K -351 -6%
PCG
207
Private Capital Group
Connecticut
$267K -$360K -6,891 -58%
PFA
208
Pettinga Financial Advisors
Indiana
$261K +$5.22K +100 +2%
UR
209
USCA RIA
Texas
$260K +$40.9K +783 +19%
GEA
210
Glen Eagle Advisors
New Jersey
$259K -$14K -268 -5%
GRP
211
Global Retirement Partners
California
$256K +$17.1K +327 +7%
OLA
212
Oliver Luxxe Assets
New Jersey
$252K +$261 +5 +0.1%
MOS
213
MGO One Seven
Ohio
$250K -$81.7K -1,564 -25%
AWM
214
Aries Wealth Management
Maine
$248K -$300K -5,750 -55%
BPWA
215
Beacon Pointe Wealth Advisors
California
$246K +$574 +11 +0.2%
BWM
216
BigSur Wealth Management
Florida
$243K +$240K +4,600 New
WP
217
WealthSource Partners
California
$240K -$219K -4,195 -48%
BWP
218
BSW Wealth Partners
Colorado
$239K
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$237K -$325K -6,222 -58%
NA
220
NewEdge Advisors
Louisiana
$231K -$293K -5,613 -56%
Capital Fund Management (CFM)
221
Capital Fund Management (CFM)
France
$229K +$226K +4,330 New
VFA
222
Voya Financial Advisors
Connecticut
$228K -$461K -8,834 -67%
CAG
223
Crestwood Advisors Group
Massachusetts
$228K
SWM
224
SeaCrest Wealth Management
New York
$221K -$170K -3,252 -44%
VCM
225
Vivaldi Capital Management
Illinois
$221K -$2.66K -51 -1%