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State Street SPDR S&P Insurance ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$5K +$4.96K +130 New
NSIM
102
North Star Investment Management
Illinois
$4K
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$4K +$4.04K +106 New
BC
104
Barrett & Company
Rhode Island
$2.15K +$2.02K +53 New
AF
105
Allworth Financial
California
$2K
NFSG
106
Newbridge Financial Services Group
Florida
$2K +$38 +1 +2%
CIM
107
Contravisory Investment Management
Massachusetts
$2K +$1.87K +49 New
BL
108
Balentine LLC
Georgia
$1K
BEI
109
Benjamin Edwards Inc
Missouri
$1K
FWM
110
Focused Wealth Management
New York
$1K
PTC
111
Private Trust Company
Ohio
$1K +$1.26K +33 New
FA
112
Flagstar Advisors
New York
$831 +$878 +23 New
CCMG
113
Clark Capital Management Group
Pennsylvania
-$4.95M -130,719 Closed
Barclays
114
Barclays
United Kingdom
-$3.79M -100,000 Closed
VC
115
Vicus Capital
Pennsylvania
-$2.11M -55,642 Closed
BCM
116
Barometer Capital Management
Ontario, Canada
-$866K -20,700 Closed
Walleye Capital
117
Walleye Capital
New York
-$775K -20,465 Closed
BBHC
118
Brown Brothers Harriman & Co
New York
-$668K -17,642 Closed
KAS
119
Kestra Advisory Services
Texas
-$583K -15,413 Closed
SWA
120
Stratos Wealth Advisors
Ohio
-$228K -6,025 Closed
OPS
121
Orion Portfolio Solutions
Nebraska
-$222K -5,869 Closed
HWM
122
HB Wealth Management
Georgia
-$206K -5,438 Closed
BWFA
123
Baltimore-Washington Financial Advisors
Maryland
-$204K -5,404 Closed
SWM
124
Segment Wealth Management
Texas
-$203K -5,370 Closed
CA
125
CoreCap Advisors
Michigan
-$95K -2,506 Closed