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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
251
BSW Wealth Partners
Colorado
$269K +$25.7K +459 +10%
CTC
252
Central Trust Company
Missouri
$263K +$37.9K +677 +16%
WEC
253
Winslow Evans & Crocker
Massachusetts
$261K +$267K +4,776 New
CWM
254
Cabot Wealth Management
Massachusetts
$257K -$62.8K -1,122 -19%
CFD
255
Creative Financial Designs
Indiana
$257K +$222K +3,960 +534%
OLA
256
Oliver Luxxe Assets
New Jersey
$254K +$17K +304 +7%
PG
257
PEAK6 Group
Illinois
$246K -$2.78M -49,758 -92%
RTS
258
Round Table Services
New Jersey
$242K -$252K -4,500 -50%
MC
259
Mathes Company
New York
$240K +$246K +4,400 New
HIC
260
Holderness Investments Company
North Carolina
$239K +$245K +4,375 New
11A
261
10-15 Associates
New York
$235K +$241K +4,307 New
CG
262
Cutler Group
California
$234K +$241K +4,300 New
AIA
263
Allegis Investment Advisors
Idaho
$232K -$28.6K -511 -11%
RCG
264
Ruggie Capital Group
Florida
$229K – – –
WTC
265
WhitTier Trust Company
Nevada
$229K – – –
KWM
266
Kingsview Wealth Management
Oregon
$224K +$230K +4,109 New
CAL
267
Capital Analysts LLC
Pennsylvania
$218K – – –
JWBC
268
J.W. Burns & Co
New York
$218K -$5.88K -105 -3%
WS
269
Wedbush Securities
California
$211K -$637K -11,375 -75%
AWM
270
AE Wealth Management
Kansas
$209K +$214K +3,820 New
NFG
271
Next Financial Group
Texas
$206K -$155K -2,768 -42%
BRC
272
Bell Rock Capital
Delaware
$193K -$44.4K -793 -18%
LPIC
273
LeJeune Puetz Investment Counsel
Michigan
$187K – – –
GT
274
Glenmede Trust
Pennsylvania
$163K – – –
JCM
275
Jacobi Capital Management
Pennsylvania
$144K +$32.9K +588 +28%
9 10
11
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