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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
401
HighMark Wealth Management
Minnesota
$9.9K +$9.75K +202 New
HCM
402
Hollencrest Capital Management
California
$9.82K – – –
PA
403
PSI Advisors
Florida
$9.82K – – –
ACA
404
Aptus Capital Advisors
Alabama
$9.38K – – –
HB
405
Horizon Bancorp
Indiana
$9K – – –
CSWM
406
Cassady Schiller Wealth Management
Ohio
$8.84K – – –
MG
407
Mather Group
Illinois
$7.83K +$7.53K +156 New
TAM
408
Tucker Asset Management
Colorado
$7.76K – – –
ME
409
McIlrath & Eck
Washington
$7.37K – – –
ADL
410
Asset Dedication LLC
California
$6.38K – – –
FC
411
Fairscale Capital
New Hampshire
$6.17K +$5.31K +110 New
PPA
412
Painted Porch Advisors
California
$6.15K +$6.03K +125 New
QCG
413
Quadrant Capital Group
Ohio
$5.4K -$8.69K -180 -62%
FFL
414
Financial Freedom LLC
Ohio
$5.13K – – –
RL
415
Rogco LP
Oklahoma
$4.91K – – –
GLR
416
Great Lakes Retirement
Ohio
$4.76K +$4.68K +97 New
NRC
417
New Republic Capital
North Carolina
$4.03K – – –
CA
418
CoreCap Advisors
Michigan
$3.88K -$22.6K -469 -86%
PTC
419
Private Trust Company
Ohio
$3.78K – – –
ATC
420
Adirondack Trust Company
New York
$3.68K – – –
CJ
421
Caitlin John
Michigan
$2.55K -$531 -11 -17%
BWL
422
Bogart Wealth LLC
Virginia
$2.26K – – –
TFA
423
Transamerica Financial Advisors
Florida
$2K – – –
CAM
424
Creekmur Asset Management
Illinois
$1.81K – – –
AWM
425
Activest Wealth Management
Florida
$1.67K – – –
15 16
17
18 19