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State Street SPDR S&P 500 ESG ETF
EFIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Capital Analysts LLC
51
Capital Analysts LLC
Pennsylvania
USD 1.44 M -USD 72.3 k -1,028 -5%
Basso Capital Management
52
Basso Capital Management
Connecticut
USD 1.26 M +USD 1.21 M +17,261 Nuevas
J. Safra Asset Management
53
J. Safra Asset Management
New York
USD 1.23 M +USD 1.62 k +23 +0.1%
JP Morgan Chase
54
JP Morgan Chase
New York
USD 1.22 M -USD 311 k -4,431 -21%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
USD 1.11 M -USD 197 k -2,807 -16%
Goldman Sachs
56
Goldman Sachs
New York
USD 1.08 M +USD 23.1 k +328 +2%
Coastline Trust
57
Coastline Trust
Rhode Island
USD 1.05 M -USD 20.7 k -295 -2%
Corient Private Wealth
58
Corient Private Wealth
Florida
USD 1.01 M -USD 147 k -2,092 -13%
One Capital Management
59
One Capital Management
California
USD 956 k +USD 2.25 k +32 +0.2%
Retirement Income Solutions
60
Retirement Income Solutions
Michigan
USD 955 k – – –
Brown Brothers Harriman & Co
61
Brown Brothers Harriman & Co
New York
USD 946 k – – –
Veracity Capital
62
Veracity Capital
Georgia
USD 941 k +USD 38.9 k +553 +4%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
USD 883 k +USD 553 k +7,867 +186%
Sage Advisory Services
64
Sage Advisory Services
Texas
USD 853 k -USD 16.7 k -238 -2%
Advisory Alpha
65
Advisory Alpha
Michigan
USD 819 k +USD 119 k +1,694 +18%
P.J. Schmidt Investment Management (PJS)
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 797 k +USD 3.23 k +46 +0.4%
Seven Mile Advisory
67
Seven Mile Advisory
New Jersey
USD 757 k +USD 730 k +10,380 Nuevas
Opulen Financial Group
68
Opulen Financial Group
Virginia
USD 717 k +USD 79.9 k +1,136 +13%
FinArc Investments
69
FinArc Investments
Massachusetts
USD 697 k -USD 13.6 k -194 -2%
Godfrey Financial Associates
70
Godfrey Financial Associates
New York
USD 692 k +USD 125 k +1,780 +25%
Hills Bank & Trust
71
Hills Bank & Trust
Iowa
USD 678 k +USD 259 k +3,678 +65%
Warren Street Wealth Advisors
72
Warren Street Wealth Advisors
California
USD 673 k -USD 18.7 k -266 -3%
Single Point Partners
73
Single Point Partners
Massachusetts
USD 600 k +USD 492 +7 +0.1%
Verus Wealth Management
74
Verus Wealth Management
Wisconsin
USD 558 k -USD 91.4 k -1,300 -15%
D.J. St. Germain
75
D.J. St. Germain
Massachusetts
USD 551 k – – –
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