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iShares US Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AR
51
Apeiron RIA
Texas
$581K -$14.3K -148 -2%
IA
52
IFG Advisory
Georgia
$577K -$41.4K -430 -7%
PAG
53
Private Advisor Group
New Jersey
$555K +$534K +5,547 New
DC
54
Davenport & Co
Virginia
$552K -$82.1K -853 -13%
PA
55
PFG Advisors
Arizona
$544K +$385 +4 +0.1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$531K +$437K +4,535 +595%
SWA
57
SFMG Wealth Advisors
Texas
$475K +$457K +4,745 New
KPWS
58
Kestra Private Wealth Services
Texas
$443K +$135K +1,406 +47%
RPCONE
59
Retirement Planning Company of New England
Rhode Island
$441K +$58.4K +607 +16%
GCP
60
GSA Capital Partners
United Kingdom
$440K +$423K +4,398 New
WAS
61
WESPAC Advisors SoCal
California
$419K +$402K +4,180 New
SI
62
Stephens Inc
Arkansas
$414K +$2.5K +26 +0.6%
HighTower Advisors
63
HighTower Advisors
Illinois
$401K +$386K +4,007 New
FHA
64
First Horizon Advisors
Tennessee
$396K
BHB
65
Bank Hapoalim BM
Israel
$381K -$33.7K -350 -8%
KWA
66
Kingswood Wealth Advisors
California
$356K +$342K +3,554 New
CPA
67
Cardiff Park Advisors
California
$350K
SWM
68
Spire Wealth Management
Virginia
$347K -$8.86K -92 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$329K -$400K -4,152 -56%
AC
70
AlphaCore Capital
California
$316K
TA
71
TFB Advisors
Kansas
$300K +$289K +2,997 New
PTC
72
Private Trust Company
Ohio
$268K +$258K +2,681 New
BCM
73
Brookstone Capital Management
Illinois
$257K +$247K +2,568 New
FWCM
74
Ferguson Wellman Capital Management
Oregon
$236K
SS
75
Sunbelt Securities
Texas
$234K +$225K +2,332 New