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State Street SPDR S&P 500 ESG ETF
EFIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Valley National Advisers
126
Valley National Advisers
Pennsylvania
USD 137 k – – –
Tradewinds Capital Management
127
Tradewinds Capital Management
Washington
USD 129 k +USD 6.61 k +94 +6%
Tower Research Capital (TRC)
128
Tower Research Capital (TRC)
New York
USD 86.6 k +USD 83.5 k +1,188 Nuevas
Rossby Financial
129
Rossby Financial
Florida
USD 82.6 k -USD 2.18 k -31 -3%
APFP
130
Action Point Financial Planning
Michigan
USD 79.9 k +USD 77 k +1,096 Nuevas
Fidelity Investments
131
Fidelity Investments
Massachusetts
USD 77.5 k +USD 5.62 k +80 +8%
US Bancorp
132
US Bancorp
Minnesota
USD 49 k – – –
Salomon & Ludwin
133
Salomon & Ludwin
Virginia
USD 27.8 k – – –
SBI Securities
134
SBI Securities
Japan
USD 25.9 k +USD 1.12 k +16 +5%
Investors Portfolio Services
135
Investors Portfolio Services
Washington
USD 24.7 k – – –
AlphaCore Capital
136
AlphaCore Capital
California
USD 21.9 k – – –
Steward Partners Investment Advisory
137
Steward Partners Investment Advisory
New York
USD 13.1 k +USD 12.6 k +179 Nuevas
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
USD 13 k -USD 76.4 k -1,087 -86%
Horizon Financial Services
139
Horizon Financial Services
North Carolina
USD 8.24 k – – –
Geneos Wealth Management
140
Geneos Wealth Management
Colorado
USD 6.93 k +USD 2.11 k +30 +46%
Capitol Family Office
141
Capitol Family Office
Oregon
USD 6.86 k – – –
IFG Advisory
142
IFG Advisory
Georgia
USD 6.46 k +USD 6.26 k +89 Nuevas
Keating Financial Advisory Services
143
Keating Financial Advisory Services
Kansas
USD 511 – – –
Vanguard Advisers Inc
144
Vanguard Advisers Inc
Pennsylvania
USD 73 – – –
HRT Financial
145
HRT Financial
New York
– -USD 1 M -15,947 Cerradas
Operose Advisors
146
Operose Advisors
Wisconsin
– -USD 530 k -8,409 Cerradas
GTS Securities
147
GTS Securities
Florida
– -USD 205 k -3,247 Cerradas
Jones Financial Companies
148
Jones Financial Companies
Missouri
– -USD 66.3 k -1,051 Cerradas
Guardian Wealth Advisors (North Carolina)
149
Guardian Wealth Advisors (North Carolina)
North Carolina
– -USD 54.7 k -867 Cerradas
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