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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
426
Lindbrook Capital
California
$10.5K – – –
DJSG
427
D.J. St. Germain
Massachusetts
$10.2K +$10.3K +250 New
LWANC
428
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K – – –
FCG
429
Financial Connections Group
California
$10K – – –
BWA
430
BDO Wealth Advisors
Florida
$9.8K – – –
CIA
431
Cape Investment Advisory
Georgia
$9.77K +$82 +2 +0.8%
SWM
432
Sanctuary Wealth Management
Idaho
$9.39K +$9.44K +230 New
NRC
433
New Republic Capital
North Carolina
$9.27K -$12.3K -300 -57%
CFFP
434
Center for Financial Planning
Michigan
$8.57K – – –
SHIM
435
Stone House Investment Management
Pennsylvania
$8.57K – – –
FPFS
436
First Personal Financial Services
North Carolina
$8.35K +$1.44K +35 +21%
TH
437
TCTC Holdings
Texas
$8.17K – – –
PA
438
PSI Advisors
Florida
$8.17K +$7.59K +185 +1,233%
ACA
439
Aptus Capital Advisors
Alabama
$7.8K -$2.13K -52 -21%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$7.14K -$9.23K -225 -56%
GGI
441
Godsey & Gibb Inc
Virginia
$7.11K – – –
KFI
442
Key Financial Inc
Pennsylvania
$7.02K – – –
DAC
443
Dividend Assets Capital
South Carolina
$7K – – –
TAM
444
Tucker Asset Management
Colorado
$6.45K -$11.9K -289 -65%
EWM
445
Evermay Wealth Management
Virginia
$6.33K – – –
SF
446
Safeguard Financial
Wisconsin
$6K +$6.4K +156 New
PMFA
447
Plante Moran Financial Advisors
Michigan
$5.92K +$5.95K +145 New
CB
448
Centennial Bank
Arkansas
$5.76K +$5.87K +143 New
CWP
449
Concord Wealth Partners
Virginia
$5.72K +$5.75K +140 New
ADL
450
Asset Dedication LLC
California
$5K +$5.33K +130 New
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18
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