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State Street SPDR S&P Regional Banking ETF
KRE

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
201
Quattro Financial Advisors
Texas
$601K +$554K +10,291 +1,613%
DW
202
Domani Wealth
Pennsylvania
$594K – – –
CFP
203
Cornerstone Financial Partners
North Carolina
$588K +$47.5K +883 +9%
PP
204
Paloma Partners
Connecticut
$577K -$91.1K -1,694 -14%
UR
205
USCA RIA
Texas
$563K +$179K +3,324 +48%
SEIA
206
Signature Estate & Investment Advisors
California
$557K -$218K -4,054 -29%
RAM
207
Redmond Asset Management
Virginia
$550K +$215K +4,000 +67%
TPWA
208
TRUE Private Wealth Advisors
Oregon
$543K -$18.1K -337 -3%
NFG
209
Nations Financial Group
Iowa
$530K +$13.4K +249 +3%
FAAS
210
First Allied Advisory Services
California
$526K +$90.4K +1,680 +21%
GH
211
GAM Holding
Switzerland
$522K -$1.59M -29,600 -76%
MBT
212
Montecito Bank & Trust
California
$517K -$16.5K -306 -3%
RMAM
213
Raab & Moskowitz Asset Management
New Jersey
$514K -$15.2K -282 -3%
NPC
214
National Planning Corporation
California
$514K +$4.03K +75 +0.8%
RHCA
215
Rosenthal Henry Capital Advisors
Indiana
$511K +$500K +9,300 New
GEA
216
Glen Eagle Advisors
New Jersey
$503K – – –
FHC
217
First Heartland Consultants
Missouri
$491K +$41.1K +765 +9%
AIA
218
Avalon Investment & Advisory
Texas
$482K +$471K +8,763 New
SWP
219
Stratos Wealth Partners
Ohio
$480K +$67.3K +1,252 +17%
WJA
220
Williams Jones & Associates
New York
$477K -$10.8K -200 -2%
CA
221
Cambridge Advisors
Nebraska
$459K +$450K +8,360 New
FTIOP
222
Fiduciary Trust International of Pennsylvania
Pennsylvania
$451K +$441K +8,200 New
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$446K – – –
HT
224
Hefren-Tillotson
Pennsylvania
$444K -$574K -10,672 -57%
RJT
225
Raymond James Trust
Florida
$435K -$6.35K -118 -1%
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