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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
226
Dana Investment Advisors
Wisconsin
$551K -$403K -6,456 -40%
BCI
227
Brinker Capital Investments
Pennsylvania
$544K -$286K -4,574 -33%
MC
228
Moors & Cabot
Massachusetts
$538K +$36.3K +581 +7%
HG
229
Herbst Group
Connecticut
$533K -$43.7K -700 -7%
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$532K +$15.6K +250 +3%
AAS
231
Ameritas Advisory Services
Nebraska
$528K +$63K +1,009 +12%
SWP
232
Stratos Wealth Partners
Ohio
$523K -$204K -3,272 -27%
VCM
233
Viewpoint Capital Management
Washington
$512K – – –
CI
234
CX Institutional
Indiana
$509K -$2.94M -47,128 -84%
GA
235
GFS Advisors
Texas
$483K -$301K -4,825 -37%
EIA
236
Eldridge Investment Advisors
New Hampshire
$482K -$593K -9,500 -53%
QT
237
Quantbot Technologies
New York
$479K -$1.06M -16,937 -67%
LCM
238
Laurion Capital Management
New York
$476K +$325K +5,200 +173%
JSW
239
Journey Strategic Wealth
New Jersey
$473K +$509K +8,150 New
MRCM
240
M&R Capital Management
New Jersey
$466K – – –
FA
241
Faithward Advisors
Pennsylvania
$464K – – –
PA
242
Parallel Advisors
California
$461K -$43.6K -698 -8%
5L
243
55I LLC
Massachusetts
$455K -$250 -4 -0.1%
WI
244
Wintrust Investments
Illinois
$455K +$175K +2,801 +56%
KLCM
245
KG&L Capital Management
Louisiana
$454K +$2.87K +46 +0.6%
SCG
246
Sonata Capital Group
Washington
$453K -$25.5K -409 -5%
MCM
247
MAI Capital Management
Ohio
$446K +$480K +7,682 New
CIC
248
Carnegie Investment Counsel
Ohio
$445K -$25.6K -410 -5%
BCM
249
Bayesian Capital Management
New York
$441K +$475K +7,600 New
AL
250
Aspiriant LLC
California
$436K +$240K +3,849 +105%
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