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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
326
Sonora Investment Management
Arizona
$38K – – –
IWP
327
Icon Wealth Partners
Texas
$36K +$37.4K +700 New
AIM
328
Anchor Investment Management
South Carolina
$35.5K +$640 +12 +2%
ME
329
McIlrath & Eck
Washington
$34K -$8.11K -152 -18%
AF
330
Advisornet Financial
Minnesota
$34K -$5.44K -102 -13%
BFC
331
Bedel Financial Consulting
Indiana
$30K – – –
PCA
332
Peddock Capital Advisors
Massachusetts
$28K -$484K -9,076 -94%
SBL
333
Sargent Bickham Lagudis
Colorado
$28K – – –
LPC
334
Loeb Partners Corp
New York
$26K -$4.53M -84,800 -99%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$25.7K -$24.8K -465 -48%
VCM
336
Vigilant Capital Management
Maine
$23K – – –
CFA
337
Carroll Financial Associates
North Carolina
$21K – – –
ESB
338
Essex Savings Bank
Connecticut
$21K – – –
PMFA
339
Plante Moran Financial Advisors
Michigan
$20K +$11.5K +215 +123%
CFGS
340
Concourse Financial Group Securities
Alabama
$17K +$12.8K +239 +237%
THWM
341
Taylor Hoffman Wealth Management
Virginia
$16K – – –
WT
342
Whittier Trust
California
$16K – – –
MFW
343
Mosaic Family Wealth
Missouri
$16K +$107 +2 +0.6%
LF
344
Lee Financial
Texas
$16K +$16.1K +302 New
CH
345
Canton Hathaway
Rhode Island
$15K -$66.7K -1,250 -81%
FNC
346
First National Corp
Massachusetts
$15K – – –
AIC
347
Archer Investment Corporation
Indiana
$15K +$4.75K +89 +45%
POIA
348
Pin Oak Investment Advisors
Texas
$14K +$53 +1 +0.4%
GWS
349
Glassman Wealth Services
Virginia
$13K – – –
DWM
350
Destination Wealth Management
California
$13K +$13.3K +250 New
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14
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