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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
501
Acumen Wealth Advisors
Tennessee
$15K +$14K +200 New
AIM
502
Anchor Investment Management
South Carolina
$15K +$14K +200 New
FWA
503
Flagship Wealth Advisors
Massachusetts
$15K +$14K +200 New
PMFA
504
Plante Moran Financial Advisors
Michigan
$14.8K +$13.9K +198 New
SWA
505
SOA Wealth Advisors
New York
$13.5K +$70 +1 +0.6%
HB
506
Horizon Bancorp
Indiana
$13K – – –
PWMA
507
Pension & Wealth Management Advisors
Massachusetts
$12.7K +$3.15K +45 +36%
CA
508
CoreCap Advisors
Michigan
$11.5K -$700 -10 -6%
BWM
509
Bullock Wealth Management
Indiana
$10.9K – – –
ADL
510
Asset Dedication LLC
California
$9.73K – – –
NF
511
Napier Financial
Massachusetts
$9.66K – – –
MG
512
Mather Group
Illinois
$9.52K – – –
CVM
513
Cheviot Value Management
California
$9.36K – – –
CAM
514
Chesapeake Asset Management
New York
$8.51K – – –
FC
515
Fairscale Capital
New Hampshire
$8.23K – – –
LAM
516
LOM Asset Management
$8.23K – – –
HPBT
517
Hickory Point Bank & Trust
Illinois
$7.49K – – –
SGK
518
Steigerwald Gordon & Koch
Virginia
$7.49K – – –
GEA
519
Glen Eagle Advisors
New Jersey
$6.76K – – –
NRC
520
New Republic Capital
North Carolina
$5.91K +$5.53K +79 New
OCM
521
Orion Capital Management
California
$5.86K – – –
Q1WB
522
Quest 10 Wealth Builders
Virginia
$5.39K – – –
ATPW
523
Ashton Thomas Private Wealth
Arizona
$5.31K – – –
NWM
524
Nova Wealth Management
Florida
$5.24K – – –
CH
525
CDKV Holdings
Colorado
$4.8K – – –
19 20
21
22 23