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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
276
MAI Capital Management
Ohio
$279K -$1.01K -21 -0.4%
MWM
277
Meridian Wealth Management
Kentucky
$279K +$274K +5,680 New
MTC
278
McDaniel Terry & Co
Texas
$277K – – –
CFP
279
Cascade Financial Partners
California
$276K -$101K -2,100 -27%
FFA
280
Farther Finance Advisors
California
$276K +$12.1K +251 +5%
SWP
281
Stratos Wealth Partners
Ohio
$271K -$443K -9,191 -62%
FAM
282
Formidable Asset Management
Ohio
$270K – – –
XF
283
XML Financial
Maryland
$270K +$1.88K +39 +0.7%
GC
284
Grimes & Company
Massachusetts
$268K +$290 +6 +0.1%
SMH
285
Sanders Morris Harris
Texas
$267K – – –
PS
286
Principal Securities
Iowa
$266K +$1.78K +37 +0.7%
CWA
287
CM Wealth Advisors
Ohio
$260K – – –
MC
288
Moors & Cabot
Massachusetts
$258K +$25.2K +522 +11%
KWM
289
Kingsview Wealth Management
Oregon
$257K – – –
PA
290
Parallel Advisors
California
$255K +$10.1K +210 +4%
WS
291
Wedbush Securities
California
$252K +$248K +5,142 New
JWCA
292
J.W. Cole Advisors
Florida
$249K -$47.6K -986 -16%
GT
293
Glenmede Trust
Pennsylvania
$247K -$58.5K -1,213 -19%
LIA
294
LBMC Investment Advisors
Tennessee
$246K – – –
WP
295
Woodline Partners
California
$245K +$241K +4,996 New
BWM
296
BlackDiamond Wealth Management
New York
$241K +$13.5K +280 +7%
TI
297
Trexquant Investment
Connecticut
$234K +$230K +4,765 New
AWA
298
Aaron Wealth Advisors
Illinois
$230K – – –
KFP
299
KMG Fiduciary Partners
Ohio
$229K – – –
PCMC
300
Private Capital Management (Colorado)
Colorado
$229K – – –
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