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iShares US Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
151
Harbour Investments
Wisconsin
$27.6K – – –
FFA
152
Founders Financial Alliance
North Carolina
$24.4K +$131 +1 +0.6%
IFP Advisors
153
IFP Advisors
Florida
$24.1K – – –
BOK Financial
154
BOK Financial
Oklahoma
$24K – – –
Chilton Capital Management
155
Chilton Capital Management
Texas
$23.2K -$15.3K -117 -41%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$20.7K +$7.84K +60 +67%
EWP
157
Elevation Wealth Partners
California
$14.3K +$6.8K +52 +100%
CFD
158
Creative Financial Designs
Indiana
$13.8K – – –
T
159
Tidemark
California
$12.5K – – –
OP
160
ORG Partners
Indiana
$11.9K +$11.2K +86 New
JP Morgan Chase
161
JP Morgan Chase
New York
$10.1K +$9.54K +73 New
PPC
162
Park Place Capital
Alabama
$9.79K +$9.28K +71 New
DSC
163
Duncker Streett & Co
Missouri
$7.3K +$6.93K +53 New
LWMI
164
Legacy Wealth Management (Idaho)
Idaho
$3.72K – – –
William Blair & Company
165
William Blair & Company
Illinois
$3.03K – – –
HNW
166
High Note Wealth
Minnesota
$2.12K – – –
Principal Securities
167
Principal Securities
Iowa
$1.14K – – –
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$45 -$66.3K -507 Closed
EP
169
Essential Planning
New Hampshire
– -$1.65M -12,675 Closed
JWCA
170
J.W. Cole Advisors
Florida
– -$1.55M -12,276 Closed
FMP
171
Financial Management Professionals
Texas
– -$999K -7,899 Closed
SWM
172
Silverlake Wealth Management
Vermont
– -$841K -6,648 Closed
Flow Traders U.S.
173
Flow Traders U.S.
New York
– -$678K -5,358 Closed
OL
174
Owen LaRue
Kentucky
– -$678K -5,358 Closed
SCM
175
Saxony Capital Management
Missouri
– -$413K -3,268 Closed