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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$1.97M +$311K +5,489 +14%
YC
127
Yarbrough Capital
Tennessee
$1.9M – – –
HI
128
HBK Investments
Texas
$1.9M +$2.46M +43,295 New
SPC
129
Sigma Planning Corp
Michigan
$1.87M +$1.67M +29,367 +220%
CA
130
Calton & Associates
Florida
$1.86M +$876K +15,447 +57%
PP
131
Paloma Partners
Connecticut
$1.85M -$401K -7,074 -14%
OC
132
Oppenheimer & Co
New York
$1.81M +$343K +6,050 +17%
AR
133
Advisory Research
Illinois
$1.8M +$2.33M +41,000 New
SSB
134
Sandy Spring Bank
Maryland
$1.77M +$126K +2,227 +6%
GI
135
GAMCO Investors
Connecticut
$1.75M – – –
WM
136
WS Management
Florida
$1.75M +$2.27M +40,000 New
PFT
137
Providence First Trust
Arizona
$1.75M +$222K +3,912 +11%
G
138
GenTrust
Florida
$1.75M +$1.83M +32,339 +433%
PG
139
Proffitt & Goodson
Tennessee
$1.68M +$1.07M +18,846 +97%
FCH
140
Freestone Capital Holdings
Washington
$1.68M +$2.17M +38,297 New
VVP
141
Venture Visionary Partners
Ohio
$1.68M +$2.17M +38,233 New
TMWM
142
Taylor & Morgan Wealth Management
Michigan
$1.63M +$577K +10,175 +38%
IFG
143
Independent Financial Group
California
$1.53M +$1.26M +22,148 +174%
HAS
144
Holland Advisory Services
Florida
$1.52M +$1.97M +34,743 New
AGM
145
Alpine Global Management
New York
$1.51M +$1.67M +29,452 +604%
VLKIM
146
Van Lanschot Kempen Investment Management
Netherlands
$1.47M +$1.9M +33,500 New
JPLA
147
Joseph P. Lucia & Associates
New York
$1.47M -$327K -5,769 -15%
RIL
148
Rothschild Investment LLC
Illinois
$1.38M +$297K +5,230 +20%
CA
149
Clearstead Advisors
Ohio
$1.35M +$1.73M +30,543 +15,272%
IAN
150
Integrated Advisors Network
Texas
$1.33M +$14.9K +263 +0.9%
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