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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$201K -$271K -4,370 -57%
MWM
402
MGB Wealth Management
Texas
$198K -$5.89K -95 -3%
MMCM
403
Murphy & Mullick Capital Management
New York
$198K +$204K +3,286 New
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$191K – – –
CPA
405
Cardiff Park Advisors
California
$191K +$1.36K +22 +0.7%
CBT
406
Crews Bank & Trust
Florida
$188K +$193K +3,110 New
NSIM
407
North Star Investment Management
Illinois
$188K -$6.19M -99,886 -97%
AGWCA
408
Annis Gardner Whiting Capital Advisors
Florida
$181K – – –
VNA
409
Valley National Advisers
Pennsylvania
$179K +$107K +1,718 +136%
AWM
410
AE Wealth Management
Kansas
$177K +$182K +2,930 New
PCWA
411
Pacific Capital Wealth Advisors
California
$161K – – –
AWM
412
Avior Wealth Management
Nebraska
$158K – – –
RFA
413
Register Financial Advisors
Georgia
$155K -$3.16K -51 -2%
ATC
414
Advantage Trust Company
Kansas
$151K – – –
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$148K – – –
HPC
416
HM Payson & Co
Maine
$139K – – –
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$129K +$48.6K +784 +58%
HCM
418
Horrell Capital Management
Arkansas
$129K +$133K +2,137 New
SWA
419
SOA Wealth Advisors
New York
$127K -$120K -1,930 -48%
SFGP
420
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$127K +$130K +2,104 New
CIAS
421
Capital Investment Advisory Services
North Carolina
$121K – – –
MTIC
422
Missouri Trust & Investment Company
Missouri
$116K -$16.7K -270 -12%
CTC
423
Central Trust Company
Missouri
$116K +$26.5K +428 +29%
KFI
424
Key Financial Inc
Pennsylvania
$116K +$3.41K +55 +3%
WPWM
425
Western Pacific Wealth Management
Illinois
$112K – – –
15 16
17
18 19