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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
476
Tacita Capital
Ontario, Canada
$17.8K – – –
MBFW
477
Morton Brown Family Wealth
Pennsylvania
$17.6K +$15K +336 New
BCMLT
478
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K – – –
OIA
479
Optimum Investment Advisors
Illinois
$15.2K – – –
VWM
480
Valley Wealth Managers
New Jersey
$14.9K – – –
AA
481
Addison Advisors
Vermont
$13.6K – – –
PTC
482
Private Trust Company
Ohio
$13.6K -$21.2K -473 -65%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$13.5K -$1.92K -43 -14%
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
AAP
485
Arax Advisory Partners
Colorado
$12.8K -$5.23K -117 -32%
CIA
486
Cape Investment Advisory
Georgia
$12.8K +$45 +1 +0.4%
SWM
487
Sanctuary Wealth Management
Idaho
$12.1K – – –
LC
488
Lindbrook Capital
California
$11.9K -$1.39K -31 -12%
LFA
489
Legend Financial Advisors
Pennsylvania
$11.7K -$1.7K -38 -15%
FPFS
490
First Personal Financial Services
North Carolina
$10.7K – – –
HCM
491
Hollencrest Capital Management
California
$10.5K -$11.2K -250 -56%
PA
492
PSI Advisors
Florida
$10.5K – – –
ACA
493
Aptus Capital Advisors
Alabama
$10K – – –
PWMG
494
Provence Wealth Management Group
California
$9.7K -$2.01K -45 -20%
DAC
495
Dividend Assets Capital
South Carolina
$9K – – –
HB
496
Horizon Bancorp
Indiana
$9K – – –
GI
497
Gradient Investments
Minnesota
$8.95K +$6.84K +153 +850%
TAM
498
Tucker Asset Management
Colorado
$8.28K – – –
ME
499
McIlrath & Eck
Washington
$7.87K -$15.7K -351 -70%
ADL
500
Asset Dedication LLC
California
$7K – – –
18 19
20
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