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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
376
Contravisory Investment Management
Massachusetts
$22K – – –
CCMW
377
Cypress Capital Management (Wyoming)
Wyoming
$22K +$21.3K +370 New
AP
378
Atwood & Palmer
Missouri
$21K – – –
WAS
379
Winch Advisory Services
Wisconsin
$21K +$14.7K +256 +269%
BL
380
Balentine LLC
Georgia
$20K – – –
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$19K +$57 +1 +0.3%
WT
382
Whittier Trust
California
$18K – – –
TRCT
383
Tower Research Capital (TRC)
New York
$18K +$4.14K +72 +32%
MWM
384
MinichMacGregor Wealth Management
New York
$17K +$17.2K +300 New
POIA
385
Pin Oak Investment Advisors
Texas
$16K +$15.2K +264 New
RFC
386
Regions Financial Corp
Alabama
$16K +$15.2K +265 New
GWS
387
Glassman Wealth Services
Virginia
$15K – – –
PCM
388
Poehling Capital Management
Wisconsin
$15K +$14.8K +258 New
MFW
389
Mosaic Family Wealth
Missouri
$15K +$15.1K +263 New
CB
390
Community Bank
New York
$13K +$12.9K +225 New
SFG
391
SevenBridge Financial Group
Pennsylvania
$12K – – –
CFA
392
Carroll Financial Associates
North Carolina
$11K -$7.81K -136 -40%
GRP
393
Global Retirement Partners
California
$11K -$5.8K -101 -36%
KJWM
394
Kiley Juergens Wealth Management
Washington
$11K +$10.9K +190 New
RPG
395
Risk Paradigm Group
Texas
$10K +$9.77K +170 New
AWM
396
Avondale Wealth Management
Texas
$10K +$9.77K +170 New
RFM
397
Royal Fund Management
Florida
$9K +$8.85K +154 New
AP
398
Advisors Preferred
Maryland
$9K +$9.08K +158 New
CAM
399
CenterStar Asset Management
Illinois
$7K – – –
BWP
400
Baldwin Wealth Partners
Massachusetts
$6K +$5.75K +100 New
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16
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