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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
426
BDO Wealth Advisors
Florida
$14K – – –
AAP
427
Arax Advisory Partners
Colorado
$12K -$11.1K -178 -47%
CFFP
428
Center for Financial Planning
Michigan
$12K – – –
ATC
429
Adirondack Trust Company
New York
$12K +$12.5K +200 New
SIS
430
Sound Income Strategies
Florida
$12K +$12.5K +200 New
UWM
431
Urban Wealth Management
California
$12K +$12.5K +200 New
ACA
432
Aptus Capital Advisors
Alabama
$11K – – –
MCM
433
McMillion Capital Management
North Carolina
$11K +$12.2K +196 New
DAC
434
Dividend Assets Capital
South Carolina
$10K – – –
FPFS
435
First Personal Financial Services
North Carolina
$10K – – –
KFI
436
Key Financial Inc
Pennsylvania
$10K – – –
TAM
437
Townsend Asset Management
North Carolina
$10K – – –
TAM
438
Tucker Asset Management
Colorado
$9.18K – – –
AF
439
Allworth Financial
California
$9K -$3.93K -63 -30%
CAL
440
Capital Analysts LLC
Pennsylvania
$9K – – –
MCM
441
MV Capital Management
Maryland
$9K – – –
RBA
442
Richard Bernstein Advisors
New York
$7K -$121M -1,938,670 -100%
RCM
443
Raleigh Capital Management
North Carolina
$7K -$2.75K -44 -28%
PTC
444
Private Trust Company
Ohio
$7K +$7.24K +116 New
FMB
445
Field & Main Bank
Kentucky
$7K +$7.31K +117 New
BAM
446
Byrne Asset Management
New Jersey
$6K -$25K -400 -80%
S
447
SignatureFD
Georgia
$6K -$8.68K -139 -58%
CWM
448
Curi Wealth Management
North Carolina
$6K -$3.06K -49 -32%
RG
449
Retirement Group
California
$6K -$812 -13 -11%
BWP
450
Baldwin Wealth Partners
Massachusetts
$6K – – –
16 17
18
19 20