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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Dakota Wealth Management
Florida
– -$335K -8,208 Closed
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
– -$304K -7,445 Closed
WJWM
503
Williams Jones Wealth Management
New York
– -$302K -7,397 Closed
IF
504
Intrua Financial
Texas
– -$240K -5,867 Closed
PA
505
Prossimo Advisors
California
– -$230K -5,630 Closed
SPC
506
Sigma Planning Corp
Michigan
– -$229K -5,615 Closed
SAG
507
SageView Advisory Group
California
– -$227K -5,558 Closed
BOS
508
Bank of Stockton
California
– -$214K -5,233 Closed
FWP
509
FAS Wealth Partners
Kansas
– -$213K -5,220 Closed
FHA
510
Flagship Harbor Advisors
Massachusetts
– -$207K -5,070 Closed
NC
511
Nixon Capital
Texas
– -$204K -5,000 Closed
ACM
512
Ategra Capital Management
Virginia
– -$202K -4,950 Closed
PCM
513
Parsons Capital Management
Rhode Island
– -$202K -4,950 Closed
BAM
514
Belpointe Asset Management
Nevada
– -$201K -4,916 Closed
CAM
515
Chesapeake Asset Management
New York
– -$176K -4,300 Closed
CP
516
Castleview Partners
Texas
– -$163K -4,000 Closed
LSA
517
Lion Street Advisors
Texas
– -$245K -3,459 Closed
PC
518
Pecaut & Co
Iowa
– -$93.9K -2,300 Closed
AIM
519
Anchor Investment Management
South Carolina
– -$68.6K -1,680 Closed
WP
520
WealthShield Partners
North Carolina
– -$61.2K -1,500 Closed
MIH
521
Meitav Investment House
Israel
– -$41.7K -1,023 Closed
LFG
522
Larson Financial Group
Missouri
– -$41.3K -1,011 Closed
PIAS
523
PCA Investment Advisory Services
Ohio
– -$41K -1,004 Closed
DI
524
Disciplined Investments
Oklahoma
– -$38.1K -933 Closed
WP
525
WealthPLAN Partners
Nebraska
– -$33.9K -830 Closed
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