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State Street SPDR S&P 500 ESG ETF
EFIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Birchbrook
26
Birchbrook
Maine
USD 3.46 M -USD 40.4 k -575 -1%
Affiance Financial
27
Affiance Financial
Minnesota
USD 3.3 M +USD 49.6 k +705 +2%
Wells Fargo
28
Wells Fargo
California
USD 2.91 M +USD 688 k +9,792 +33%
Larson Financial Group
29
Larson Financial Group
Missouri
USD 2.89 M +USD 327 k +4,650 +13%
MainStreet Investment Advisors
30
MainStreet Investment Advisors
Illinois
USD 2.79 M +USD 55.9 k +795 +2%
MassMutual Private Wealth & Trust
31
MassMutual Private Wealth & Trust
Connecticut
USD 2.73 M +USD 351 +5 +0%
Armbruster Capital Management
32
Armbruster Capital Management
New York
USD 2.58 M -USD 19 k -270 -0.8%
Bank of America
33
Bank of America
North Carolina
USD 2.49 M -USD 1.64 M -23,368 -41%
Seeds Investor
34
Seeds Investor
New York
USD 2.43 M +USD 133 k +1,891 +6%
Huntington National Bank
35
Huntington National Bank
Ohio
USD 2.4 M – – –
RL
36
Rogco LP
Oklahoma
USD 2.32 M +USD 562 +8 +0%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
USD 2.17 M +USD 499 k +7,094 +31%
Richard P. Slaughter Associates
38
Richard P. Slaughter Associates
Texas
USD 2.17 M +USD 98.4 k +1,400 +5%
Savvy Advisors Inc
39
Savvy Advisors Inc
New York
USD 2.09 M +USD 216 k +3,076 +12%
Gilbert Capital Group
40
Gilbert Capital Group
Maine
USD 1.99 M -USD 16.3 k -232 -0.8%
Farther Finance Advisors
41
Farther Finance Advisors
California
USD 1.95 M +USD 482 k +6,850 +34%
Perennial Investment Advisors
42
Perennial Investment Advisors
California
USD 1.93 M -USD 302 k -4,291 -14%
Stratos Wealth Partners
43
Stratos Wealth Partners
Ohio
USD 1.87 M +USD 34.9 k +497 +2%
Creative Planning
44
Creative Planning
Kansas
USD 1.84 M -USD 19.1 k -272 -1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
USD 1.73 M -USD 38.7 k -550 -2%
Napier Financial
46
Napier Financial
Massachusetts
USD 1.69 M -USD 10.9 k -155 -0.7%
Crestwood Advisors Group
47
Crestwood Advisors Group
Massachusetts
USD 1.67 M +USD 183 k +2,608 +13%
Osaic Holdings
48
Osaic Holdings
Arizona
USD 1.64 M +USD 81.5 k +1,159 +5%
R.W. Roge & Company
49
R.W. Roge & Company
New York
USD 1.54 M – – –
Gerber Kawasaki Wealth & Investment Management
50
Gerber Kawasaki Wealth & Investment Management
California
USD 1.5 M +USD 42.4 k +603 +3%
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