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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OR
176
Olympiad Research
Connecticut
$908K -$1.43M -22,824 -59%
AFM
177
Abbot Financial Management
Massachusetts
$908K – – –
WCM
178
Washburn Capital Management
Florida
$906K -$44.3K -710 -4%
PP
179
Patten & Patten
Tennessee
$905K -$6.25K -100 -0.6%
SCM
180
SOL Capital Management
Maryland
$900K +$93.7K +1,500 +11%
LWM
181
Loveless Wealth Management
Montana
$894K -$9.37K -150 -1%
WJWM
182
Williams Jones Wealth Management
New York
$861K -$306K -4,900 -25%
FTUS
183
Flow Traders U.S.
New York
$854K +$918K +14,699 New
PSP
184
Principal Street Partners
Tennessee
$847K +$5.56K +89 +0.6%
BAM
185
Belpointe Asset Management
Nevada
$845K -$834K -13,363 -48%
CFD
186
Creative Financial Designs
Indiana
$828K +$20.2K +323 +2%
ACM
187
Advisors Capital Management
New Jersey
$824K +$886K +14,188 New
LSPW
188
Lake Street Private Wealth
Illinois
$817K -$228K -3,647 -21%
DADC
189
D.A. Davidson & Co
Montana
$810K -$37.3K -597 -4%
JIC
190
Joel Isaacson & Co
New York
$767K – – –
SC
191
Saiph Capital
New Jersey
$750K -$56.8K -909 -7%
DSC
192
Duncker Streett & Co
Missouri
$750K -$46.5K -745 -5%
PAG
193
Private Advisor Group
New Jersey
$748K -$712K -11,401 -47%
MA
194
Mutual Advisors
Nebraska
$744K -$1.12M -17,881 -58%
RWA
195
Redmont Wealth Advisors
Illinois
$711K -$52.5K -840 -6%
KFP
196
KMG Fiduciary Partners
Ohio
$706K -$17.2K -275 -2%
FWIA
197
Fort Washington Investment Advisors
Ohio
$705K – – –
OIA
198
OneDigital Investment Advisors
Kansas
$704K -$136K -2,176 -15%
DBIA
199
Dumont & Blake Investment Advisors
New Jersey
$698K -$7.62K -122 -1%
BCV
200
Banque Cantonale Vaudoise
Switzerland
$685K -$888K -14,227 -55%
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