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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
301
Schonfeld Strategic Advisors
New York
$399K +$403K +5,628 New
GVAG
302
Great Valley Advisor Group
Delaware
$393K -$22.6K -316 -5%
NA
303
NewEdge Advisors
Louisiana
$383K -$321K -4,491 -45%
FTS
304
Fifth Third Securities
Ohio
$380K +$18K +251 +5%
LSPW
305
Lake Street Private Wealth
Illinois
$376K +$380K +5,312 New
PFA
306
Pettinga Financial Advisors
Indiana
$374K +$53.6K +749 +17%
RIA
307
Regal Investment Advisors
Michigan
$372K -$27.3K -381 -7%
VVP
308
Venture Visionary Partners
Ohio
$368K – – –
W
309
WealthOne
New York
$366K +$2.07K +29 +0.6%
WI
310
Wintrust Investments
Illinois
$361K +$365K +5,097 New
N
311
Natixis
France
$359K +$362K +5,066 New
FTC
312
Farmers Trust Company
Ohio
$356K -$15.1K -211 -4%
GIM
313
Grassi Investment Management
California
$351K +$354K +4,950 New
IIA
314
IPG Investment Advisors
California
$348K +$351K +4,900 New
CCFM
315
Clear Creek Financial Management
Washington
$343K -$150K -2,102 -30%
PCM
316
Parsons Capital Management
Rhode Island
$343K – – –
PB
317
Pinnacle Bancorp
Nebraska
$340K – – –
SWM
318
SeaCrest Wealth Management
New York
$338K +$25K +349 +8%
CA
319
Cambridge Advisors
Nebraska
$330K +$286 +4 +0.1%
CPA
320
Clear Perspective Advisors
Illinois
$330K +$54.4K +760 +19%
PCM
321
Pennsylvania Capital Management
Pennsylvania
$327K -$309K -4,325 -48%
LCM
322
Laurion Capital Management
New York
$326K -$351K -4,900 -52%
JWBC
323
J.W. Burns & Co
New York
$326K – – –
G
324
Gainplan
Michigan
$326K +$329K +4,603 New
BWP
325
BSW Wealth Partners
Colorado
$321K – – –
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