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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$1.65M – – –
NAM
152
NTV Asset Management
West Virginia
$1.65M – – –
WB
153
WesBanco Bank
West Virginia
$1.64M +$1.54M +24,706 New
CHC
154
City Holding Co
West Virginia
$1.62M -$31.2K -500 -2%
CCMW
155
Cypress Capital Management (Wyoming)
Wyoming
$1.61M -$2.62K -42 -0.2%
UAS
156
United Asset Strategies
New York
$1.53M +$217K +3,485 +18%
WCA
157
Waratah Capital Advisors
Ontario, Canada
$1.52M +$1.43M +22,974 New
PCM
158
Penserra Capital Management
California
$1.5M +$1.41M +22,648 New
NSAM
159
North Star Asset Management
Wisconsin
$1.5M -$25K -400 -2%
WPW
160
Waldron Private Wealth
Pennsylvania
$1.5M +$2.5K +40 +0.2%
SCIM
161
Spring Creek Investment Management
Pennsylvania
$1.49M +$1.4M +22,420 New
WDL
162
Well Done LLC
Michigan
$1.44M +$34.3K +550 +3%
TRCT
163
Tower Research Capital (TRC)
New York
$1.4M +$1.31M +21,000 +21,000%
PAG
164
Private Advisor Group
New Jersey
$1.39M +$231K +3,708 +22%
PFT
165
Providence First Trust
Arizona
$1.37M +$378K +6,050 +41%
PCH
166
PGIM Custom Harvest
New Jersey
$1.35M – – –
CAN
167
Cetera Advisor Networks
California
$1.34M +$185K +2,971 +17%
FMI
168
Factory Mutual Insurance
Massachusetts
$1.32M -$164K -2,630 -12%
CCM
169
Cribstone Capital Management
Maine
$1.32M +$68.2K +1,092 +6%
KAS
170
Kestra Advisory Services
Texas
$1.31M -$33.6K -538 -3%
BPC
171
Banque Pictet & Cie
Switzerland
$1.29M – – –
PG
172
Proffitt & Goodson
Tennessee
$1.27M -$11.9K -190 -1%
OIA
173
OneDigital Investment Advisors
Kansas
$1.24M +$809K +12,965 +227%
BCM
174
Brasada Capital Management
Texas
$1.22M +$1.15M +18,373 New
NA
175
NewEdge Advisors
Louisiana
$1.22M +$680K +10,895 +147%
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