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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$16K – – –
VCM
252
Vigilant Capital Management
Maine
$15K – – –
PFO
253
Pathstone Family Office
New Jersey
$14K +$20.4K +417 New
GFPC
254
Global Financial Private Client
Florida
$13.8K -$3.43K -70 -13%
CFA
255
Carroll Financial Associates
North Carolina
$13K -$1.18K -24 -5%
S
256
SignatureFD
Georgia
$12K +$12.3K +252 +210%
TC
257
Truvestments Capital
Florida
$12K +$18.4K +375 New
IRC
258
Investors Research Corp
Georgia
$11K +$17.1K +350 New
BMM
259
Berkshire Money Management
Massachusetts
$10K +$14.5K +296 New
DWM
260
Darwin Wealth Management
Florida
$9K +$14.9K +304 New
GWS
261
Glassman Wealth Services
Virginia
$8K – – –
PCM
262
Prelude Capital Management
New York
$7K -$27.3K -557 -72%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$7K -$10.5K -215 -51%
BWP
264
Baldwin Wealth Partners
Massachusetts
$7K – – –
CB
265
Community Bank
New York
$7K – – –
WTC
266
WhitTier Trust Company
Nevada
$7K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$5K – – –
FMTCOCP
268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
WCG
269
Weaver Consulting Group
California
$4K – – –
WFMPM
270
Woodley Farra Manion Portfolio Management
Indiana
$4K +$6.71K +137 New
FHA
271
First Horizon Advisors
Tennessee
$3K -$4.89K -100 -50%
GFPC
272
Global Financial Private Capital
Florida
$3K -$1.27K -26 -24%
CFN
273
Cordasco Financial Network
Florida
$3K – – –
GWMIA
274
Global Wealth Management Investment Advisory
Florida
$2K -$5.34K -109 -70%
CAM
275
CenterStar Asset Management
Illinois
$2K – – –
9 10
11
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