KIE icon

State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
76
Archford Capital Strategies
Illinois
$55K -$2.14K -65 -4%
LDFR
77
Lehman & Derafelo Financial Resources
Pennsylvania
$55K – – –
BFC
78
Bedel Financial Consulting
Indiana
$45K – – –
VFA
79
Valeo Financial Advisors
Indiana
$44K – – –
AF
80
Arrow Financial
New York
$43K – – –
EDRH
81
Edmond de Rothschild Holding
Switzerland
$41K – – –
GI
82
Gradient Investments
Minnesota
$30K +$27.5K +836 +2,144%
1IA
83
1834 Investment Advisors
Wisconsin
$23K +$4.54K +138 +26%
OIA
84
Optimum Investment Advisors
Illinois
$20K – – –
William Blair & Company
85
William Blair & Company
Illinois
$17K – – –
RIA
86
Realta Investment Advisors
Delaware
$16K – – –
BFEC
87
Benjamin F. Edwards & Company
Missouri
$14K – – –
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
FANJ
89
Financial Architects (New Jersey)
New Jersey
$7K +$6.45K +196 New
FWM
90
Focused Wealth Management
New York
$5K -$2.01K -61 -30%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$5K – – –
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$4.74K +144 New
UBS AM
95
UBS AM
Illinois
$3.81K +$2.7K +82 +273%
TCOV
96
Trust Company of Vermont
Vermont
$3K +$3.29K +100 New
ACA
97
Atlas Capital Advisors
Wyoming
$2.2K +$2.11K +64 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2K -$329 -10 -14%
BWM
99
BerganKDV Wealth Management
Minnesota
$2K – – –
LA
100
Legacy Advisors
Pennsylvania
$2K – – –