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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$30K – – –
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$29.1K – – –
MHR
228
Matthew Hamilton Rosenberg
$29K – – –
AF
229
Advisornet Financial
Minnesota
$24K – – –
ME
230
McIlrath & Eck
Washington
$24K – – –
PMFA
231
Plante Moran Financial Advisors
Michigan
$21K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$20K -$9.61K -255 -31%
SBL
233
Sargent Bickham Lagudis
Colorado
$20K – – –
CCM
234
Covington Capital Management
California
$18K – – –
HIA
235
Harbor Investment Advisory
Maryland
$18K – – –
CFA
236
Carroll Financial Associates
North Carolina
$16K – – –
BCWM
237
Bartlett & Co Wealth Management
Ohio
$15.4K +$6.9K +183 +74%
VNA
238
Valley National Advisers
Pennsylvania
$15K -$3.66K -97 -19%
PFO
239
Pathstone Family Office
New Jersey
$15K – – –
BC
240
Bartlett & Co
Ohio
$15K +$6.9K +183 +74%
AIM
241
Anchor Investment Management
South Carolina
$14.3K – – –
BW
242
Bison Wealth
Georgia
$14K -$37.1K -983 -72%
SIM
243
Sonora Investment Management
Arizona
$14K +$15.1K +400 New
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$15K -398 -53%
TC
245
Truvestments Capital
Florida
$13K – – –
FFA
246
Founders Financial Alliance
North Carolina
$13K +$14K +371 New
IRC
247
Investors Research Corp
Georgia
$12K – – –
FHC
248
First Horizon Corporation
Tennessee
$12K +$13.3K +353 New
SIAS
249
Shine Investment Advisory Services
Colorado
$11K +$11.3K +300 New
GWS
250
Glassman Wealth Services
Virginia
$9K – – –
8 9
10
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