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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
176
Quintet Private Bank (Europe)
Luxembourg
$1.2M -$19.7K -292 -2%
WCA
177
Waratah Capital Advisors
Ontario, Canada
$1.17M +$1.22M +17,989 New
KWA
178
Kingswood Wealth Advisors
California
$1.17M +$463K +6,847 +62%
TMWM
179
Taylor & Morgan Wealth Management
Michigan
$1.09M +$1.01K +15 +0.1%
SPIA
180
Steward Partners Investment Advisory
New York
$1.08M -$124K -1,833 -10%
IFWM
181
Institute for Wealth Management
Colorado
$1.06M +$19.5K +288 +2%
CCP
182
Cane Capital Partners
Louisiana
$1.06M +$147K +2,176 +15%
CIA
183
Cladis Investment Advisory
Montana
$1.05M +$33.8K +500 +3%
GD
184
Galaxy Digital
New York
$1.03M +$1.07M +15,837 New
GPFA
185
Game Plan Financial Advisors
Ohio
$1.02M +$132K +1,958 +14%
AC
186
AlphaCore Capital
California
$1.02M +$13.5K +200 +1%
BHCM
187
Brevan Howard Capital Management
Jersey
$1.01M -$265K -3,925 -20%
IAA
188
Independent Advisor Alliance
North Carolina
$998K +$1.04M +15,323 New
N
189
Natixis
France
$993K +$777K +11,495 +306%
JIR
190
James Investment Research
Ohio
$993K -$40.5K -600 -4%
BI
191
Bramshill Investments
Florida
$977K +$1.01M +15,000 New
HTIM
192
Harbour Trust & Investment Management
Indiana
$975K -$11.5K -170 -1%
PMA
193
Prudent Man Advisors
Illinois
$958K -$32.9K -487 -3%
IFG
194
Independent Financial Group
California
$948K -$322K -4,764 -25%
WAM
195
Wolverine Asset Management
Illinois
$944K -$147K -2,169 -13%
DC
196
Davenport & Co
Virginia
$940K -$559K -8,275 -36%
SAM
197
Smartleaf Asset Management
Massachusetts
$934K +$992K +14,677 New
HCMT
198
Highland Capital Management (Tennessee)
Tennessee
$913K +$947K +14,015 New
MYIA
199
Mount Yale Investment Advisors
Colorado
$905K +$102K +1,512 +12%
VAS
200
Vestmark Advisory Solutions
Massachusetts
$897K +$103K +1,517 +12%
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