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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
151
Wakefield Asset Management
Colorado
$826K +$37.1K +695 +5%
HCM
152
Howland Capital Management
Massachusetts
$794K -$8.01K -150 -1%
KFP
153
KMG Fiduciary Partners
Ohio
$781K +$16.5K +310 +2%
AFM
154
Abbot Financial Management
Massachusetts
$773K -$16K -300 -2%
CG
155
Cutler Group
California
$754K +$646K +12,100 +465%
NFG
156
Nations Financial Group
Iowa
$750K -$23.5K -440 -3%
JGUA
157
John G. Ullman & Associates
New York
$739K +$80.1K +1,500 +12%
IFWM
158
Institute for Wealth Management
Colorado
$737K -$115K -2,160 -13%
ASN
159
Advisory Services Network
Georgia
$736K +$196K +3,677 +34%
SFA
160
Semmax Financial Advisors
North Carolina
$734K +$568K +10,648 +292%
CAN
161
Cetera Advisor Networks
California
$725K -$356K -6,663 -32%
CA
162
Cambridge Advisors
Nebraska
$718K -$22.3K -417 -3%
IA
163
IFP Advisors
Florida
$715K -$704K -13,187 -49%
CPA
164
Clear Perspective Advisors
Illinois
$710K -$53K -993 -7%
SPIA
165
Steward Partners Investment Advisory
New York
$708K +$213K +3,999 +41%
SF
166
Synovus Financial
Georgia
$688K +$37.4K +701 +6%
BHWM
167
Bar Harbor Wealth Management
New Hampshire
$684K +$19.7K +369 +3%
FPS
168
Fieldpoint Private Securities
Connecticut
$679K -$16K -300 -2%
JIC
169
Joel Isaacson & Co
New York
$678K -$29K -543 -4%
VC
170
Vicus Capital
Pennsylvania
$655K -$61K -1,143 -8%
FAM
171
Fenimore Asset Management
New York
$642K – – –
SPC
172
Sigma Planning Corp
Michigan
$637K -$68K -1,274 -9%
CIG
173
Consolidated Investment Group
Colorado
$632K – – –
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$614K -$5.34K -100 -0.8%
FSA
175
Financial Sense Advisors
California
$609K -$480 -9 -0.1%
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