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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$71K +$53 +1 +0.1%
IBOK
327
Independence Bank of Kentucky
Kentucky
$70K – – –
NFG
328
Next Financial Group
Texas
$61K +$24.1K +451 +53%
NL
329
NVWM LLC
Pennsylvania
$60K -$252K -4,708 -79%
CAGAS
330
Capital Advisory Group Advisory Services
Minnesota
$58K +$481 +9 +0.7%
OC
331
Oakworth Capital
Alabama
$57K -$64.8K -1,212 -50%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$56K – – –
PCM
333
Princeton Capital Management
New Jersey
$52K – – –
MWA
334
Meridian Wealth Advisors
Texas
$49K +$56.1K +1,050 New
VCM
335
Versant Capital Management
Arizona
$46K – – –
RCAG
336
Rehmann Capital Advisory Group
Michigan
$45.2K -$26.7K -500 -34%
BG
337
Bollard Group
Massachusetts
$43K +$321 +6 +0.7%
KL
338
KWMG LLC
Kansas
$43K +$49.5K +925 New
CCMW
339
Cypress Capital Management (Wyoming)
Wyoming
$41K -$92K -1,720 -66%
PCM
340
Prelude Capital Management
New York
$41K +$46.8K +876 New
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
ME
342
McIlrath & Eck
Washington
$39K – – –
RFWA
343
RPg Family Wealth Advisory
Massachusetts
$38.1K – – –
WTC
344
WhitTier Trust Company
Nevada
$38K -$395K -7,385 -90%
CA
345
Claro Advisors
Massachusetts
$37K +$33.4K +625 New
AF
346
Advisornet Financial
Minnesota
$36K -$10K -187 -20%
SIM
347
Sonora Investment Management
Arizona
$35K – – –
APC
348
Aspire Private Capital
North Carolina
$35K +$39.8K +745 New
CCM
349
Covington Capital Management
California
$33K – – –
QCIG
350
Quad-Cities Investment Group
Iowa
$33K +$267 +5 +0.7%
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