Estamos no ar no ! Saiba mais
ícone de EFIV

State Street SPDR S&P 500 ESG ETF
EFIV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
J.W. Cole Advisors
101
J.W. Cole Advisors
Florida
US$ 337 mil +US$ 325 mil +4.618 Nova
NewEdge Advisors
102
NewEdge Advisors
Louisiana
US$ 327 mil -US$ 5,27 mil -75 -2%
Coastal Bridge Advisors
103
Coastal Bridge Advisors
Connecticut
US$ 327 mil +US$ 315 mil +4.485 Nova
Sax Wealth Advisors
104
Sax Wealth Advisors
New Jersey
US$ 322 mil -US$ 402 mil -5.725 -53%
Ellenbecker Investment Group
105
Ellenbecker Investment Group
Wisconsin
US$ 292 mil -US$ 543 mil -7.730 -66%
Thompson Davis & Co
106
Thompson Davis & Co
Virginia
US$ 283 mil – – –
SHP Wealth Management
107
SHP Wealth Management
Massachusetts
US$ 275 mil – – –
Silver Oak Securities
108
Silver Oak Securities
Tennessee
US$ 258 mil – – –
Ethic Inc
109
Ethic Inc
New York
US$ 255 mil – – –
EP Wealth Advisors
110
EP Wealth Advisors
California
US$ 249 mil -US$ 5,55 mil -79 -2%
WNY Asset Management
111
WNY Asset Management
New York
US$ 241 mil – – –
Ameriprise
112
Ameriprise
Minnesota
US$ 234 mil +US$ 492 +7 +0,2%
Morgan Stanley
113
Morgan Stanley
New York
US$ 232 mil -US$ 70 -1 -0%
Venture Visionary Partners
114
Venture Visionary Partners
Ohio
US$ 228 mil -US$ 34,5 mil -491 -14%
Cantor Fitzgerald Investment Advisors
115
Cantor Fitzgerald Investment Advisors
New York
US$ 224 mil +US$ 215 mil +3.065 Nova
Sigma Planning Corp
116
Sigma Planning Corp
Michigan
US$ 220 mil +US$ 212 mil +3.011 Nova
L.J. Altfest & Co
117
L.J. Altfest & Co
New York
US$ 218 mil -US$ 62,1 mil -883 -23%
Fiera Capital (Canada)
118
Fiera Capital (Canada)
Quebec, Canada
US$ 209 mil +US$ 201 mil +2.863 Nova
SI
119
Saxon Interests
Texas
US$ 208 mil +US$ 200 mil +2.848 Nova
Sincerus Advisory
120
Sincerus Advisory
New York
US$ 203 mil +US$ 196 mil +2.790 Nova
Harbour Investments
121
Harbour Investments
Wisconsin
US$ 182 mil +US$ 8,79 mil +125 +5%
UBS Group
122
UBS Group
Switzerland
US$ 174 mil +US$ 135 mil +1.916 +410%
Milestone Investment Advisors
123
Milestone Investment Advisors
Wisconsin
US$ 160 mil +US$ 12,3 mil +175 +9%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
US$ 139 mil – – –
Valley National Advisers
125
Valley National Advisers
Pennsylvania
US$ 137 mil – – –
2 3 4
5
6