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iShares US Insurance ETF
IAK

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.6M -$8.85M -67,718 -16%
Wells Fargo
2
Wells Fargo
California
$35.8M +$4.93M +37,708 +17%
SFI
3
SPC Financial Inc
Maryland
$22.6M -$525K -4,016 -2%
LPL Financial
4
LPL Financial
California
$22M +$6.24M +47,716 +43%
MML Investors Services
5
MML Investors Services
Massachusetts
$20.3M -$10.3M -78,887 -35%
Stifel Financial
6
Stifel Financial
Missouri
$16.9M -$3M -22,986 -16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.3M -$4.81M -36,787 -24%
Bank of America
8
Bank of America
North Carolina
$15.9M -$1.22M -9,317 -7%
MMA
9
Miracle Mile Advisors
California
$15.5M +$6.76M +51,749 +85%
ASN
10
Advisory Services Network
Georgia
$13.5M +$540K +4,132 +4%
BHWA
11
Beacon Harbor Wealth Advisors
Virginia
$12M +$11.3M +86,768 New
Osaic Holdings
12
Osaic Holdings
Arizona
$11.2M -$4.18M -31,982 -28%
UBS Group
13
UBS Group
Switzerland
$10M -$1.17M -8,973 -11%
SWC
14
Spectrum Wealth Counsel
Indiana
$9.86M +$1.61M +12,307 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.5M +$8.35M +63,891 +1,265%
PFS
16
Prospera Financial Services
Texas
$9.23M +$586K +4,482 +7%
WAS
17
WESPAC Advisors SoCal
California
$9.08M -$548K -4,196 -6%
AWA
18
Adapt Wealth Advisors
Georgia
$8.56M +$617K +4,720 +8%
GF
19
GGM Financials
Ohio
$8.48M -$94.8K -725 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$7.92M -$880K -6,734 -10%
FP
21
Fiduciary Planning
Florida
$7.83M +$481K +3,678 +7%
MWM
22
MinichMacGregor Wealth Management
New York
$7.55M -$4.55M -34,786 -39%
CM
23
Castleark Management
Illinois
$7.45M – – –
LFA
24
Legend Financial Advisors
Pennsylvania
$7.11M -$223K -1,706 -3%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$6.89M +$6.53M +50,000 New
1
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