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State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$704K -$136K -2,176 -15%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$698K -$7.62K -122 -1%
BCV
203
Banque Cantonale Vaudoise
Switzerland
$685K -$888K -14,227 -55%
RIA
204
Regal Investment Advisors
Michigan
$675K +$393K +6,293 +118%
MIC
205
Meridian Investment Counsel
California
$671K – – –
UAS
206
United Asset Strategies
New York
$666K -$23.7K -379 -3%
KA
207
Kovack Advisors
Florida
$665K -$13.5K -216 -2%
NFG
208
Nations Financial Group
Iowa
$663K +$9.05K +145 +1%
Mariner
209
Mariner
Kansas
$662K +$711K +11,392 New
BWM
210
BigSur Wealth Management
Florida
$661K – – –
IA
211
IFP Advisors
Florida
$661K – – –
SPIA
212
Steward Partners Investment Advisory
New York
$660K -$78.1K -1,250 -10%
BBNA
213
Bremer Bank National Association
Minnesota
$659K -$91.8K -1,470 -11%
KFGK
214
Keystone Financial Group (Kentucky)
Kentucky
$642K +$1.25K +20 +0.2%
LG
215
Leuthold Group
Minnesota
$633K +$183K +2,924 +37%
IFWM
216
Institute for Wealth Management
Colorado
$618K +$21.5K +345 +3%
PAMS
217
Pictet Asset Management (Switzerland)
Switzerland
$578K – – –
PFC
218
Phocas Financial Corp
California
$577K -$24.9K -399 -4%
MPM
219
MBB Public Markets
Illinois
$575K +$618K +9,892 New
TI
220
Trexquant Investment
Connecticut
$570K -$145K -2,324 -19%
Lido Advisors
221
Lido Advisors
California
$567K -$87.5K -1,401 -13%
CWS
222
Confluence Wealth Services
Pennsylvania
$567K -$42.2K -675 -7%
AWM
223
AE Wealth Management
Kansas
$566K -$2.62M -41,965 -81%
JWCA
224
J.W. Cole Advisors
Florida
$562K -$266K -4,261 -31%
AWS
225
Atria Wealth Solutions
New York
$559K -$178K -2,858 -23%