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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Compass Wealth Management
Connecticut
$6.97K +$5.95K +133 New
TRCT
502
Tower Research Capital (TRC)
New York
$6.19K -$668K -14,947 -99%
QCG
503
Quadrant Capital Group
Ohio
$5.77K – – –
RG
504
Retirement Group
California
$5.68K +$45 +1 +0.9%
FFL
505
Financial Freedom LLC
Ohio
$5.38K +$45 +1 +1%
KFI
506
Key Financial Inc
Pennsylvania
$5.24K -$3.22K -72 -42%
RL
507
Rogco LP
Oklahoma
$5.24K – – –
NRC
508
New Republic Capital
North Carolina
$4.3K -$894 -20 -20%
BWP
509
Baldwin Wealth Partners
Massachusetts
$3.98K – – –
ATC
510
Adirondack Trust Company
New York
$3.61K -$8.94K -200 -73%
CJ
511
Caitlin John
Michigan
$3.3K +$2.82K +63 New
T
512
Tidemark
California
$3.15K +$2.68K +60 New
BWL
513
Bogart Wealth LLC
Virginia
$2.41K – – –
TFA
514
Transamerica Financial Advisors
Florida
$2K – – –
CAM
515
Creekmur Asset Management
Illinois
$1.9K +$1.61K +36 New
PGAM
516
Princeton Global Asset Management
New Jersey
$1.89K – – –
GFPC
517
Global Financial Private Client
Florida
$1.21K – – –
SRCM
518
Signature Resources Capital Management
California
$1.21K +$1.03K +23 New
CB
519
CNB Bank
Pennsylvania
$577 +$492 +11 New
GCS
520
Gordian Capital (Singapore)
Singapore
$472 – – –
DFA
521
DHJJ Financial Advisors
Illinois
$315 – – –
MSWM
522
McGlone Suttner Wealth Management
Wisconsin
$315 +$268 +6 New
SFA
523
Semmax Financial Advisors
North Carolina
$282 – – –
WAM
524
Wolverine Asset Management
Illinois
$104 -$5.86K -131 -98%
RCM
525
Raleigh Capital Management
North Carolina
$57 – – –
19 20
21
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