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State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Arrow Financial
New York
$38K – – –
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$17K +$5.9K +198 +55%
FANJ
78
Financial Architects (New Jersey)
New Jersey
$14K -$5.1K -171 -26%
LWM
79
Lenox Wealth Management
Ohio
$14K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$13K -$8.32K -279 -40%
IWM
81
IHT Wealth Management
Illinois
$10K +$3.31K +111 +51%
X
82
Xponance
Pennsylvania
$7K -$10.1M -339,390 -100%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$5K +$1.79K +60 +51%
AssetMark Inc
84
AssetMark Inc
California
$5K +$3.76K +126 +382%
PO
85
Private Ocean
California
$5K +$4.56K +153 New
BF
86
BOK Financial
Oklahoma
$5K +$4.74K +159 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
SEI Investments
89
SEI Investments
Pennsylvania
$3K +$2.15K +72 +400%
ASN
90
Advisory Services Network
Georgia
$2K +$2.15K +72 New
TFA
91
Transamerica Financial Advisors
Florida
$1K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K +$537 +18 New
GWM
93
Geneos Wealth Management
Colorado
$1K +$1.07K +36 New
BCM
94
Brookstone Capital Management
Illinois
– -$10.8M -369,600 Closed
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
– -$3.44M -117,192 Closed
CI
96
Cavalier Investments
Georgia
– -$1.25M -43,692 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– -$723K -24,633 Closed
PAG
98
Private Advisor Group
New Jersey
– -$410K -13,854 Closed
SFP
99
Shepherd Financial Partners
Massachusetts
– -$336K -11,286 Closed
BFM
100
Boothbay Fund Management
New York
– -$210K -7,146 Closed