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State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$660K
KPWS
52
Kestra Private Wealth Services
Texas
$612K +$7.18K +125 +1%
JE
53
JMAC Enterprises
Pennsylvania
$581K -$3.16K -55 -0.5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$549K -$8.51K -148 -1%
DS
55
DRW Securities
Illinois
$547K -$6.56M -114,100 -92%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$474K -$8.85K -154 -2%
KFS
57
Kaizen Financial Strategies
California
$424K +$11.5K +200 +3%
FTS
58
Fifth Third Securities
Ohio
$401K -$9.54K -166 -2%
Wealthfront Advisers
59
Wealthfront Advisers
California
$390K -$1.26K -22 -0.3%
ZWA
60
Zinnia Wealth Advisory
Florida
$368K -$67K -1,166 -15%
AWM
61
Avior Wealth Management
Nebraska
$349K -$3.16K -55 -0.9%
EWA
62
EP Wealth Advisors
California
$334K -$25.3K -441 -7%
FHC
63
First Heartland Consultants
Missouri
$333K -$19.7K -342 -5%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$329K -$50K -870 -13%
CSP
65
Cary Street Partners
Virginia
$321K -$12.4K -215 -4%
HWM
66
HB Wealth Management
Georgia
$317K
VIS
67
Vertex Investment Solutions
$290K +$305K +5,300 New
RIL
68
Rothschild Investment LLC
Illinois
$286K -$20.1K -350 -6%
PI
69
PFG Investments
New York
$274K -$38.5K -670 -12%
EH
70
Equitable Holdings
New York
$261K +$25.8K +449 +12%
JGC
71
J. Goldman & Co
New York
$249K +$260K +4,521 New
CW
72
CreativeOne Wealth
Kansas
$247K +$3.51K +61 +1%
SWM
73
Segment Wealth Management
Texas
$245K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$240K -$501K -8,720 -67%
William Blair & Company
75
William Blair & Company
Illinois
$238K