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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
301
Glenmede Investment Management
Pennsylvania
$297K +$278K +5,000 New
CSP
302
Cary Street Partners
Virginia
$295K +$277K +4,971 New
TSMHT
303
Thurston Springer Miller Herd & Titak
Indiana
$293K +$67.1K +1,205 +32%
SB
304
Simmons Bank
Arkansas
$291K -$11.7K -210 -4%
CWA
305
CM Wealth Advisors
Ohio
$289K – – –
SPC
306
Sigma Planning Corp
Michigan
$289K -$41.2K -740 -13%
FFN
307
Focus Financial Network
Minnesota
$287K -$1.54M -27,684 -85%
MMA
308
Miracle Mile Advisors
California
$285K +$12K +215 +5%
AWM
309
Apollon Wealth Management
South Carolina
$281K -$26.3K -472 -9%
KWM
310
Kingsview Wealth Management
Oregon
$281K – – –
AWA
311
Aaron Wealth Advisors
Illinois
$278K – – –
MMCM
312
Murphy & Mullick Capital Management
New York
$267K +$23.2K +416 +10%
JGUA
313
John G. Ullman & Associates
New York
$255K – – –
MWP
314
Madison Wealth Partners
Wisconsin
$253K -$118K -2,123 -33%
KFGK
315
Keystone Financial Group (Kentucky)
Kentucky
$246K -$46.1K -828 -17%
SMC
316
Smith, Moore & Co
Missouri
$246K +$501 +9 +0.2%
FWIA
317
Fort Washington Investment Advisors
Ohio
$245K -$11.1K -200 -5%
TCOT
318
Trust Company of Toledo
Ohio
$244K – – –
WJA
319
Willis Johnson & Associates
Texas
$242K +$1.5K +27 +0.7%
PA
320
Parallel Advisors
California
$241K – – –
KIA
321
KCM Investment Advisors
California
$234K -$51.5K -925 -19%
VNA
322
Valley National Advisers
Pennsylvania
$232K -$63.2K -1,135 -23%
AWA
323
Arete Wealth Advisors
Illinois
$232K +$2.62K +47 +1%
NFG
324
Nations Financial Group
Iowa
$230K -$51.5K -925 -19%
PCA
325
Pallas Capital Advisors
Massachusetts
$230K – – –
11 12
13
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