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State Street SPDR S&P 500 ESG ETF
EFIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
J.W. Cole Advisors
101
J.W. Cole Advisors
Florida
USD 337 k +USD 325 k +4,618 Nuevas
NewEdge Advisors
102
NewEdge Advisors
Louisiana
USD 327 k -USD 5.27 k -75 -2%
Coastal Bridge Advisors
103
Coastal Bridge Advisors
Connecticut
USD 327 k +USD 315 k +4,485 Nuevas
Sax Wealth Advisors
104
Sax Wealth Advisors
New Jersey
USD 322 k -USD 402 k -5,725 -53%
Ellenbecker Investment Group
105
Ellenbecker Investment Group
Wisconsin
USD 292 k -USD 543 k -7,730 -66%
Thompson Davis & Co
106
Thompson Davis & Co
Virginia
USD 283 k – – –
SHP Wealth Management
107
SHP Wealth Management
Massachusetts
USD 275 k – – –
Silver Oak Securities
108
Silver Oak Securities
Tennessee
USD 258 k – – –
Ethic Inc
109
Ethic Inc
New York
USD 255 k – – –
EP Wealth Advisors
110
EP Wealth Advisors
California
USD 249 k -USD 5.55 k -79 -2%
WNY Asset Management
111
WNY Asset Management
New York
USD 241 k – – –
Ameriprise
112
Ameriprise
Minnesota
USD 234 k +USD 492 +7 +0.2%
Morgan Stanley
113
Morgan Stanley
New York
USD 232 k -USD 70 -1 -0%
Venture Visionary Partners
114
Venture Visionary Partners
Ohio
USD 228 k -USD 34.5 k -491 -14%
Cantor Fitzgerald Investment Advisors
115
Cantor Fitzgerald Investment Advisors
New York
USD 224 k +USD 215 k +3,065 Nuevas
Sigma Planning Corp
116
Sigma Planning Corp
Michigan
USD 220 k +USD 212 k +3,011 Nuevas
L.J. Altfest & Co
117
L.J. Altfest & Co
New York
USD 218 k -USD 62.1 k -883 -23%
Fiera Capital (Canada)
118
Fiera Capital (Canada)
Quebec, Canada
USD 209 k +USD 201 k +2,863 Nuevas
SI
119
Saxon Interests
Texas
USD 208 k +USD 200 k +2,848 Nuevas
Sincerus Advisory
120
Sincerus Advisory
New York
USD 203 k +USD 196 k +2,790 Nuevas
Harbour Investments
121
Harbour Investments
Wisconsin
USD 182 k +USD 8.79 k +125 +5%
UBS Group
122
UBS Group
Switzerland
USD 174 k +USD 135 k +1,916 +410%
Milestone Investment Advisors
123
Milestone Investment Advisors
Wisconsin
USD 160 k +USD 12.3 k +175 +9%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
USD 139 k – – –
Valley National Advisers
125
Valley National Advisers
Pennsylvania
USD 137 k – – –
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