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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
301
Paragon Financial Partners
California
$272K +$31.5K +504 +12%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$271K -$15.5K -249 -5%
PCM
303
Pennsylvania Capital Management
Pennsylvania
$268K – – –
GEA
304
Glen Eagle Advisors
New Jersey
$267K +$312 +5 +0.1%
VNA
305
Valley National Advisers
Pennsylvania
$267K -$874 -14 -0.3%
PCMF
306
Private Capital Management (Florida)
Florida
$267K +$25K +400 +10%
JWBC
307
J.W. Burns & Co
New York
$266K – – –
BWP
308
BSW Wealth Partners
Colorado
$263K – – –
CSWM
309
Cassady Schiller Wealth Management
Ohio
$262K -$219K -3,502 -44%
TFA
310
Transamerica Financial Advisors
Florida
$262K +$282K +4,510 New
MSFS
311
Main Street Financial Solutions
Pennsylvania
$259K +$65.6K +1,050 +31%
CCFM
312
Clear Creek Financial Management
Washington
$257K -$25.6K -410 -8%
NA
313
NewEdge Advisors
Louisiana
$255K +$274K +4,394 New
KF
314
Krilogy Financial
Missouri
$253K +$63.6K +1,018 +31%
IAA
315
Independent Advisor Alliance
North Carolina
$251K -$5.43K -87 -2%
MCWA
316
Meadow Creek Wealth Advisors
Georgia
$251K – – –
JGUA
317
John G. Ullman & Associates
New York
$250K – – –
NAS
318
Nicolet Advisory Services
Wisconsin
$249K -$7.24K -116 -3%
JF
319
Joule Financial
Kentucky
$249K +$267K +4,281 New
LSA
320
Lion Street Advisors
Texas
$247K +$562 +9 +0.3%
BOPW
321
Brandywine Oak Private Wealth
Pennsylvania
$243K -$4.63M -74,147 -95%
NB
322
Nicolet Bankshares
Wisconsin
$240K +$259K +4,140 New
SRAM
323
Spouting Rock Asset Management
Pennsylvania
$237K +$255K +4,079 New
PVH
324
Psagot Value Holdings
Israel
$231K -$314K -5,024 -56%
AWM
325
Avitas Wealth Management
California
$229K -$218K -3,490 -47%
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13
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