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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
326
Cascade Financial Partners
California
$355K +$24.8K +400 +7%
FIA
327
FNY Investment Advisers
New York
$353K +$363K +5,860 New
DSC
328
Duncker Streett & Co
Missouri
$351K -$62K -1,000 -15%
AGDI
329
Absolute Gestao de Investimentos
Brazil
$348K +$358K +5,770 New
JWCA
330
J.W. Cole Advisors
Florida
$346K -$302K -4,868 -46%
MTC
331
McDaniel Terry & Co
Texas
$340K – – –
FAM
332
Formidable Asset Management
Ohio
$332K – – –
MWM
333
Meridian Wealth Management
Kentucky
$331K -$1.74K -28 -0.5%
GC
334
Grimes & Company
Massachusetts
$330K +$372 +6 +0.1%
EH
335
Equitable Holdings
New York
$329K +$48.9K +789 +17%
SMH
336
Sanders Morris Harris
Texas
$328K – – –
TSMHT
337
Thurston Springer Miller Herd & Titak
Indiana
$326K +$205K +3,300 +157%
HPBT
338
Hickory Point Bank & Trust
Illinois
$326K +$335K +5,400 New
SWP
339
Stratos Wealth Partners
Ohio
$325K -$58.5K -943 -15%
CWA
340
CM Wealth Advisors
Ohio
$319K – – –
KWM
341
Kingsview Wealth Management
Oregon
$316K – – –
AWM
342
Apollon Wealth Management
South Carolina
$314K +$323K +5,211 New
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$304K +$51.3K +828 +20%
LIA
344
LBMC Investment Advisors
Tennessee
$302K – – –
EP
345
Edgestream Partners
New Jersey
$295K +$304K +4,895 New
CIA
346
Concurrent Investment Advisors
Florida
$294K +$302K +4,866 New
NFG
347
Nations Financial Group
Iowa
$290K +$46.5K +750 +18%
AWA
348
Aaron Wealth Advisors
Illinois
$283K – – –
MMA
349
Miracle Mile Advisors
California
$278K -$104K -1,683 -27%
KIA
350
KCM Investment Advisors
California
$276K +$284K +4,575 New
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