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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
401
Howe & Rusling
New York
$18K -$14.6K -235 -43%
WT
402
Whittier Trust
California
$18K – – –
MFW
403
Mosaic Family Wealth
Missouri
$17K – – –
KJWM
404
Kiley Juergens Wealth Management
Washington
$17K +$6.23K +100 +53%
BBHC
405
Brown Brothers Harriman & Co
New York
$17K +$8.35K +134 +91%
POIA
406
Pin Oak Investment Advisors
Texas
$16K +$62 +1 +0.4%
GWS
407
Glassman Wealth Services
Virginia
$15K – – –
AIM
408
Advantage Investment Management
Iowa
$12K -$18.6K -299 -60%
BWP
409
Baldwin Wealth Partners
Massachusetts
$12K – – –
CC
410
Claybrook Capital
Massachusetts
$12K – – –
SFG
411
SevenBridge Financial Group
Pennsylvania
$12K – – –
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$12.5K +200 New
RFC
413
Regions Financial Corp
Alabama
$11K – – –
S
414
SignatureFD
Georgia
$11K – – –
GI
415
Gradient Investments
Minnesota
$11K +$9.35K +150 +536%
JWA
416
JFS Wealth Advisors
Pennsylvania
$10K – – –
CFG
417
Citizens Financial Group
Rhode Island
$10K +$9.97K +160 New
AAP
418
Arax Advisory Partners
Colorado
$10K +$10.7K +172 New
WF
419
WealthTrust Fairport
Ohio
$9K +$9.47K +152 New
ICM
420
IMS Capital Management
Oregon
$7K +$7.17K +115 New
ML
421
McAdam LLC
Pennsylvania
$6K – – –
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K – – –
AA
423
AlphaMark Advisors
Kentucky
$6K +$62 +1 +1%
BAMG
424
Brand Asset Management Group
Missouri
$6K +$6.23K +100 New
WWM
425
Willingdon Wealth Management
North Carolina
$5K -$2.83M -45,403 -100%
15 16
17
18 19