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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$9K – – –
CWM
327
Curi Wealth Management
North Carolina
$9K +$8.6K +188 New
AF
328
Allworth Financial
California
$8K – – –
CFA
329
Carroll Financial Associates
North Carolina
$7K -$13.7K -300 -67%
FMTCOCP
330
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
CAGAS
331
Capital Advisory Group Advisory Services
Minnesota
$6K +$5.49K +120 New
TRCT
332
Tower Research Capital (TRC)
New York
$5K -$3.53M -77,197 -100%
AIM
333
Axiom Investment Management
New York
$5K -$2.19K -48 -48%
BWP
334
Baldwin Wealth Partners
Massachusetts
$5K – – –
CFN
335
Cordasco Financial Network
Florida
$5K – – –
WWMSC
336
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.57K +100 New
GFPC
337
Global Financial Private Client
Florida
$4.44K – – –
LWANC
338
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
BFO
339
Biltmore Family Office
North Carolina
$3K – – –
GWMIA
340
Global Wealth Management Investment Advisory
Florida
$2K – – –
DA
341
DCM Advisors
New York
$2K +$1.74K +38 New
CG
342
Cutler Group
California
$1K -$138K -3,026 -99%
CB
343
Community Bank
New York
$1K -$1.97K -43 -67%
RFA
344
Reilly Financial Advisors
California
$1K – – –
SIAG
345
Safeguard Investment Advisory Group
California
$1K +$1.55K +34 New
SAM
346
Stenahm Asset Management
Guernsey
$1K +$27.4K +600 New
EC
347
EJF Capital
Virginia
– -$46.4M -1,300,000 Closed
DA
348
Duality Advisers
Florida
– -$29.5M -827,170 Closed
JC
349
JCSD Capital
California
– -$8.88M -249,000 Closed
QIM
350
Quantitative Investment Management
Virginia
– -$6.94M -194,456 Closed
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