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iShares US Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
151
Elevation Wealth Partners
California
$6.58K +$6.79K +52 New
LIS
152
Legacy Investment Solutions
Idaho
$3.49K – – –
LWMI
153
Legacy Wealth Management (Idaho)
Idaho
$3.49K – – –
William Blair & Company
154
William Blair & Company
Illinois
$2.78K – – –
HNW
155
High Note Wealth
Minnesota
$1.94K +$1.96K +15 New
PS
156
Principal Securities
Iowa
$1.14K -$1.04K -8 -47%
GM
157
GeoWealth Management
Illinois
$253 -$18.3K -140 -99%
Two Sigma Investments
158
Two Sigma Investments
New York
– -$1.59M -12,300 Closed
WA
159
WESPAC Advisors
California
– -$1.4M -10,828 Closed
RAS
160
RPS Advisory Solutions
Kentucky
– -$1.22M -9,430 Closed
FEM
161
Fulcrum Equity Management
Texas
– -$1.14M -8,822 Closed
PCS
162
Personal CFO Solutions
New Jersey
– -$941K -7,288 Closed
AP
163
Advisors Preferred
Maryland
– -$573K -4,428 Closed
SS
164
Sunbelt Securities
Texas
– -$519K -4,020 Closed
BCM
165
Brookstone Capital Management
Illinois
– -$388K -3,003 Closed
GS
166
GTS Securities
Florida
– -$283K -2,191 Closed
LMKC
167
L.M. Kohn & Company
Ohio
– -$250K -1,934 Closed
LCGC
168
Legacy Capital Group California
California
– -$238K -1,846 Closed
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
– -$180K -1,400 Closed
NS
170
NBC Securities
Alabama
– -$124K -965 Closed
PS
171
Planned Solutions
California
– -$94.3K -731 Closed
WI
172
Wintrust Investments
Illinois
– -$46K -357 Closed
IAIM
173
International Assets Investment Management
Florida
– -$30.9K -239 Closed
PTC
174
Private Trust Company
Ohio
– -$20.6K -160 Closed
HR
175
Howe & Rusling
New York
– -$3.24K -25 Closed