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State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
76
Fifth Third Securities
Ohio
$535K +$15.1K +260 +3%
HAS
77
HBW Advisory Services
California
$497K +$477K +8,205 New
KFS
78
Kaizen Financial Strategies
California
$496K -$194K -3,330 -29%
CI
79
CX Institutional
Indiana
$467K +$422K +7,256 +1,605%
PFA
80
Pinnacle Family Advisors
Missouri
$446K +$429K +7,375 New
EWA
81
EP Wealth Advisors
California
$446K
YIH
82
Y-Intercept (HK)
Hong Kong
$437K +$420K +7,226 New
TFM
83
Trademark Financial Management
Minnesota
$422K +$166K +2,853 +69%
CSP
84
Cary Street Partners
Virginia
$385K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$384K +$369K +6,344 New
IFG
86
Independent Financial Group
California
$368K +$99.2K +1,706 +39%
FHC
87
First Heartland Consultants
Missouri
$365K +$30.5K +525 +10%
PI
88
PFG Investments
New York
$349K -$43.9K -755 -12%
HWM
89
HB Wealth Management
Georgia
$349K
RIL
90
Rothschild Investment LLC
Illinois
$339K -$20.4K -350 -6%
AWM
91
Avior Wealth Management
Nebraska
$338K -$173K -2,972 -35%
WC
92
Waterloo Capital
Texas
$337K -$12.2K -210 -4%
Marshall Wace
93
Marshall Wace
United Kingdom
$334K +$321K +5,522 New
DQRIM
94
Dale Q Rice Investment Management
Washington
$330K +$317K +5,452 New
Jones Financial Companies
95
Jones Financial Companies
Missouri
$329K +$63K +1,084 +25%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$325K +$12.8K +220 +4%
William Blair & Company
97
William Blair & Company
Illinois
$323K +$15.9K +273 +5%
CW
98
CreativeOne Wealth
Kansas
$308K +$296K +5,096 New
CFG
99
Citizens Financial Group
Rhode Island
$298K +$287K +4,930 New
NA
100
NewEdge Advisors
Louisiana
$294K -$64.1K -1,103 -19%