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State Street SPDR S&P Bank ETF
KBE

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
201
Grandfield & Dodd
New York
– -$204K -10,250 Closed
VWM
202
Venturi Wealth Management
Texas
– -$473K -10,000 Closed
VC
203
Veracity Capital
Georgia
– -$435K -9,203 Closed
WAS
204
WESPAC Advisors SoCal
California
– -$434K -9,175 Closed
Creative Planning
205
Creative Planning
Kansas
– -$432K -9,134 Closed
Forvis Mazars Wealth Advisors
206
Forvis Mazars Wealth Advisors
Missouri
– -$430K -9,090 Closed
CC
207
Claybrook Capital
Massachusetts
– -$406K -8,760 Closed
CT
208
Cambridge Trust
Massachusetts
– -$396K -8,370 Closed
RW
209
RVW Wealth
California
– -$375K -7,924 Closed
Parametric Portfolio Associates
210
Parametric Portfolio Associates
Washington
– -$363K -7,675 Closed
Independent Advisor Alliance
211
Independent Advisor Alliance
North Carolina
– -$337K -7,143 Closed
FAM
212
Formidable Asset Management
Ohio
– -$324K -7,000 Closed
Private Advisor Group
213
Private Advisor Group
New Jersey
– -$331K -6,994 Closed
Banque Pictet & Cie
214
Banque Pictet & Cie
Switzerland
– -$326K -6,900 Closed
CFG
215
Cooper Financial Group
California
– -$325K -6,874 Closed
LCS
216
Levin Capital Strategies
New York
– -$312K -6,600 Closed
HCA
217
Heck Capital Advisors
Wisconsin
– -$309K -6,529 Closed
AWM
218
Avitas Wealth Management
California
– -$308K -6,504 Closed
Northern Trust
219
Northern Trust
Illinois
– -$300K -6,333 Closed
OneDigital Investment Advisors
220
OneDigital Investment Advisors
Kansas
– -$288K -6,085 Closed
CCP
221
Corient Capital Partners
California
– -$283K -5,983 Closed
LP
222
LGL Partners
Pennsylvania
– -$257K -5,428 Closed
BHB
223
Bank Hapoalim BM
Israel
– -$256K -5,421 Closed
RMAM
224
Raab & Moskowitz Asset Management
New Jersey
– -$255K -5,399 Closed
Cetera Advisors
225
Cetera Advisors
Colorado
– -$251K -5,330 Closed
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9
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