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icono de EFIV

State Street SPDR S&P 500 ESG ETF
EFIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of Italy
1
Bank of Italy
Italy
USD 56.2 M – – –
FNWM
2
Financial Network Wealth Management
Utah
USD 38.6 M +USD 727 k +10,339 +2%
Tompkins Financial
3
Tompkins Financial
New York
USD 31 M +USD 8.74 M +124,302 +41%
Koss-Olinger Consulting
4
Koss-Olinger Consulting
Florida
USD 29.7 M -USD 343 k -4,881 -1%
Baltimore-Washington Financial Advisors
5
Baltimore-Washington Financial Advisors
Maryland
USD 29.4 M +USD 90.9 k +1,293 +0.3%
LPL Financial
6
LPL Financial
California
USD 25.3 M +USD 1.71 M +24,256 +8%
Systelligence LLC
7
Systelligence LLC
Minnesota
USD 20.8 M +USD 20 M +284,700 Nuevas
Allworth Financial
8
Allworth Financial
California
USD 16.4 M +USD 376 k +5,348 +2%
Principal Financial Group
9
Principal Financial Group
Iowa
USD 14.3 M +USD 666 k +9,476 +5%
SWA
10
SOA Wealth Advisors
New York
USD 12.1 M -USD 213 k -3,033 -2%
RCS
11
Retirement Capital Strategies
California
USD 11.4 M -USD 24.5 k -348 -0.2%
LWP
12
Laurel Wealth Planning
Minnesota
USD 11.3 M -USD 186 k -2,647 -2%
Private Advisor Group
13
Private Advisor Group
New Jersey
USD 7.22 M -USD 1.74 M -24,737 -20%
Blue Edge Capital
14
Blue Edge Capital
Virginia
USD 7.04 M +USD 7.8 k +111 +0.1%
Financial Engines Advisors
15
Financial Engines Advisors
California
USD 6.87 M -USD 283 k -4,021 -4%
Integrated Wealth Concepts
16
Integrated Wealth Concepts
Massachusetts
USD 6.61 M +USD 36.2 k +515 +0.6%
GAM Holding
17
GAM Holding
Switzerland
USD 5.52 M – – –
Atomic Invest
18
Atomic Invest
New York
USD 5.46 M – – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
USD 5.11 M +USD 459 k +6,528 +10%
Meitav Investment House
20
Meitav Investment House
Israel
USD 4.27 M +USD 1.35 M +19,215 +49%
Gradient Investments
21
Gradient Investments
Minnesota
USD 4.24 M +USD 150 k +2,129 +4%
Equitable Holdings
22
Equitable Holdings
New York
USD 3.96 M -USD 40.2 k -572 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
USD 3.88 M -USD 4.29 k -61 -0.1%
Raymond James Financial
24
Raymond James Financial
Florida
USD 3.87 M +USD 464 k +6,607 +14%
HighTower Advisors
25
HighTower Advisors
Illinois
USD 3.76 M +USD 449 k +6,392 +14%
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