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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
401
Contravisory Investment Management
Massachusetts
$23K – – –
VIA
402
Vantage Investment Advisors
Pennsylvania
$23K +$18.8K +300 +400%
AP
403
Atwood & Palmer
Missouri
$21K – – –
THWM
404
Taylor Hoffman Wealth Management
Virginia
$20K – – –
WT
405
Whittier Trust
California
$19K – – –
MFW
406
Mosaic Family Wealth
Missouri
$19K +$63 +1 +0.3%
PCM
407
Poehling Capital Management
Wisconsin
$16K – – –
POIA
408
Pin Oak Investment Advisors
Texas
$16K +$63 +1 +0.4%
GWS
409
Glassman Wealth Services
Virginia
$15K – – –
S
410
SignatureFD
Georgia
$12K -$96.4K -1,537 -89%
BWP
411
Baldwin Wealth Partners
Massachusetts
$12K – – –
CFA
412
Carroll Financial Associates
North Carolina
$12K – – –
CC
413
Claybrook Capital
Massachusetts
$12K – – –
SFG
414
SevenBridge Financial Group
Pennsylvania
$12K – – –
RFC
415
Regions Financial Corp
Alabama
$11K – – –
KJWM
416
Kiley Juergens Wealth Management
Washington
$11K +$11.9K +190 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$10K +$10.5K +167 New
SQA
418
Simon Quick Advisors
New Jersey
$10K +$11K +175 New
BBHC
419
Brown Brothers Harriman & Co
New York
$9K +$9.28K +148 New
TWA
420
TCI Wealth Advisors
Arizona
$7K +$7.4K +118 New
AA
421
AlphaMark Advisors
Kentucky
$6K – – –
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K – – –
ML
423
McAdam LLC
Pennsylvania
$6K +$5.71K +91 +1,517%
GFP
424
Gryphon Financial Partners
Ohio
$6K +$6.27K +100 New
SFM
425
Signet Financial Management
New Jersey
$6K +$6.27K +100 New
15 16
17
18 19