We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$268K +$254K +3,950 New
CPA
302
Clear Perspective Advisors
Illinois
$264K +$251K +3,900 New
CCT
303
Country Club Trust
Missouri
$261K +$37.6K +585 +18%
STA
304
Summit Trail Advisors
New York
$259K +$246K +3,826 New
RFN
305
RDA Financial Network
Iowa
$254K -$8.36K -130 -3%
SB
306
Strategic Blueprint
Georgia
$252K +$98.1K +1,525 +69%
VAS
307
Vestmark Advisory Solutions
Massachusetts
$247K +$234K +3,644 New
PCM
308
Pinz Capital Management
New York
$244K +$231K +3,600 New
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$89.8K -1,397 -28%
Bank of New York Mellon
310
Bank of New York Mellon
New York
$243K -$24.4K -380 -10%
BRWM
311
B. Riley Wealth Management
Tennessee
$238K +$226K +3,516 New
NAS
312
Nicolet Advisory Services
Wisconsin
$237K -$5.59K -87 -2%
GT
313
Glenmede Trust
Pennsylvania
$236K +$161K +2,500 +250%
LSA
314
Lion Street Advisors
Texas
$234K +$222K +3,459 New
BHWM
315
Bar Harbor Wealth Management
New Hampshire
$224K -$12.2K -189 -5%
RMAM
316
Raab & Moskowitz Asset Management
New Jersey
$224K – – –
VCM
317
Vivaldi Capital Management
Illinois
$223K – – –
FMWA
318
Forvis Mazars Wealth Advisors
Missouri
$220K – – –
DJYG
319
David J. Yvars Group
Florida
$218K +$514 +8 +0.3%
GRP
320
Global Retirement Partners
California
$213K -$30.3K -471 -13%
JWS
321
Juncture Wealth Strategies
Arizona
$211K -$193 -3 -0.1%
APA
322
American Portfolios Advisors
New York
$211K +$3.92K +61 +2%
BRWA
323
B. Riley Wealth Advisors
Florida
$208K -$5.61M -87,190 -97%
KA
324
Kovack Advisors
Florida
$205K +$194K +3,020 New
ARC
325
Advisor Resource Council
Texas
$204K +$193K +3,000 New