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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
376
Evolution Wealth Advisors
Florida
$215K – – –
FBC
377
Fairfield, Bush & Co
Connecticut
$215K +$223K +3,297 New
CPA
378
Cardiff Park Advisors
California
$212K +$1.22K +18 +0.6%
BJL
379
Brighton Jones LLC
Washington
$210K +$218K +3,230 New
EWP
380
Elevation Wealth Partners
California
$210K -$6.22K -92 -3%
IAIM
381
International Assets Investment Management
Florida
$209K -$17K -252 -7%
UB
382
UMB Bank
Missouri
$208K +$161K +2,387 +298%
KPWS
383
Kestra Private Wealth Services
Texas
$207K +$215K +3,179 New
DT
384
DV Trading
Illinois
$207K -$858K -12,701 -80%
WWM
385
Western Wealth Management
Colorado
$200K -$11.5K -170 -5%
WAU
386
Wellington-Altus USA
Manitoba, Canada
$189K – – –
AWM
387
AE Wealth Management
Kansas
$181K +$3.72K +55 +2%
RFA
388
Register Financial Advisors
Georgia
$176K +$203 +3 +0.1%
IBOK
389
Independence Bank of Kentucky
Kentucky
$174K -$338 -5 -0.2%
HCA
390
Harbor Capital Advisors
Illinois
$169K +$175K +2,595 New
VNA
391
Valley National Advisers
Pennsylvania
$166K +$6.76K +100 +4%
CIAS
392
Capital Investment Advisory Services
North Carolina
$154K -$2.77K -41 -2%
CTC
393
Central Trust Company
Missouri
$152K +$49.3K +729 +45%
HPC
394
HM Payson & Co
Maine
$150K – – –
AGWCA
395
Annis Gardner Whiting Capital Advisors
Florida
$145K -$1.42K -21 -0.9%
CBT
396
Crews Bank & Trust
Florida
$144K +$338 +5 +0.2%
HCM
397
Horrell Capital Management
Arkansas
$138K -$270 -4 -0.2%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$123K – – –
WPWM
399
Western Pacific Wealth Management
Illinois
$120K – – –
KFI
400
Key Financial Inc
Pennsylvania
$118K – – –
14 15
16
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