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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
376
Tradition Wealth Management
Minnesota
$24K +$123 +2 +0.5%
AA
377
Addison Advisors
Vermont
$23.8K -$10.8K -175 -30%
AIM
378
Anchor Investment Management
South Carolina
$23.5K – – –
BFO
379
Biltmore Family Office
North Carolina
$23.5K – – –
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$23.5K – – –
LC
381
Lindbrook Capital
California
$23K -$14.4K -234 -37%
ATC
382
Adirondack Trust Company
New York
$22K – – –
ICM
383
Islay Capital Management
Texas
$20.6K – – –
MA
384
MCF Advisors
Kentucky
$19.8K +$123 +2 +0.6%
AWM
385
Accurate Wealth Management
Florida
$18.1K +$18.7K +304 New
NFSG
386
Newbridge Financial Services Group
Florida
$18.1K -$800 -13 -4%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$18K -$369 -6 -2%
HIA
388
Harbor Investment Advisory
Maryland
$17.6K – – –
TC
389
Truvestments Capital
Florida
$17.6K – – –
VFM
390
Valley Financial Management
New York
$16.6K +$17.4K +283 New
AA
391
Ancora Advisors
Ohio
$16K – – –
BC
392
Bartlett & Co
Ohio
$16K – – –
BCWM
393
Bartlett & Co Wealth Management
Ohio
$15.6K – – –
LWANC
394
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.6K – – –
BWA
395
BDO Wealth Advisors
Florida
$14.1K -$24.6K -400 -63%
CFFP
396
Center for Financial Planning
Michigan
$12.3K – – –
SIS
397
Sound Income Strategies
Florida
$11.7K – – –
TH
398
TCTC Holdings
Texas
$11.7K – – –
CA
399
Clearstead Advisors
Ohio
$11.7K +$12.3K +200 New
ACA
400
Aptus Capital Advisors
Alabama
$11.2K – – –
14 15
16
17 18