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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$14.8K +$13.9K +198 New
SWA
502
SOA Wealth Advisors
New York
$13.5K +$70 +1 +0.6%
HB
503
Horizon Bancorp
Indiana
$13K – – –
PWMA
504
Pension & Wealth Management Advisors
Massachusetts
$12.7K +$3.15K +45 +36%
CA
505
CoreCap Advisors
Michigan
$11.5K -$700 -10 -6%
BWM
506
Bullock Wealth Management
Indiana
$10.9K +$10K +143 New
ADL
507
Asset Dedication LLC
California
$9.73K – – –
NF
508
Napier Financial
Massachusetts
$9.66K – – –
MG
509
Mather Group
Illinois
$9.52K – – –
CVM
510
Cheviot Value Management
California
$9.36K – – –
CAM
511
Chesapeake Asset Management
New York
$8.51K – – –
FC
512
Fairscale Capital
New Hampshire
$8.23K – – –
LAM
513
LOM Asset Management
$8.23K – – –
HPBT
514
Hickory Point Bank & Trust
Illinois
$7.49K – – –
SGK
515
Steigerwald Gordon & Koch
Virginia
$7.49K – – –
GEA
516
Glen Eagle Advisors
New Jersey
$6.76K – – –
NRC
517
New Republic Capital
North Carolina
$5.91K +$5.53K +79 New
OCM
518
Orion Capital Management
California
$5.86K – – –
Q1WB
519
Quest 10 Wealth Builders
Virginia
$5.39K – – –
ATPW
520
Ashton Thomas Private Wealth
Arizona
$5.31K – – –
NWM
521
Nova Wealth Management
Florida
$5.24K – – –
CH
522
CDKV Holdings
Colorado
$4.8K – – –
EWM
523
Evolution Wealth Management
Florida
$4.49K – – –
GSWM
524
Golden State Wealth Management
California
$4.06K – – –
DF
525
Downshift Financial
Colorado
$4.04K +$3.78K +54 New
19 20
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