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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
226
Tiedemann Advisors
New York
$267K – – –
OMC
227
Old Mission Capital
Illinois
$267K +$267K +5,000 New
OLA
228
Oliver Luxxe Assets
New Jersey
$264K -$7.1K -133 -3%
PFA
229
Pettinga Financial Advisors
Indiana
$259K -$32K -600 -11%
GH
230
GAM Holding
Switzerland
$254K – – –
BPWA
231
Beacon Pointe Wealth Advisors
California
$249K +$15K +281 +6%
KLCM
232
KG&L Capital Management
Louisiana
$248K -$121K -2,271 -33%
BWP
233
BSW Wealth Partners
Colorado
$242K – – –
GRP
234
Global Retirement Partners
California
$242K +$68.8K +1,289 +40%
MIH
235
Meitav Investment House
Israel
$242K +$242K +4,540 New
LJAC
236
L.J. Altfest & Co
New York
$238K -$146K -2,736 -38%
CAG
237
Crestwood Advisors Group
Massachusetts
$231K +$231K +4,320 New
FCA
238
FLC Capital Advisors
California
$229K – – –
VCM
239
Vivaldi Capital Management
Illinois
$226K -$67.6K -1,265 -23%
APA
240
American Portfolios Advisors
New York
$226K -$21.7K -406 -9%
CAC
241
Certified Advisory Corp
Florida
$224K -$24.5K -458 -10%
AWA
242
Arete Wealth Advisors
Illinois
$224K – – –
UR
243
USCA RIA
Texas
$221K +$221K +4,144 New
WIC
244
Whitegate Investment Counselors
New Hampshire
$218K – – –
SFG
245
StrategIQ Financial Group
Indiana
$218K +$218K +4,084 New
CAM
246
Cozad Asset Management
Illinois
$217K -$54.7K -1,025 -20%
PCM
247
Parsons Capital Management
Rhode Island
$216K – – –
BPC
248
Banque Pictet & Cie
Switzerland
$214K – – –
PNAA
249
Pictet North America Advisors
Switzerland
$214K – – –
NHC
250
Nicholas Hoffman & Company
Georgia
$213K – – –
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