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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$43.5M +$1.16M +30,897 +3%
LSAG
2
Lake Street Advisors Group
New Hampshire
$29M -$789 -21 -0%
LWIC
3
Leith Wheeler Investment Counsel
British Columbia, Canada
$10.1M – – –
GAM
4
Gemmer Asset Management
California
$9.03M +$842K +22,405 +10%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$7.21M +$1.61M +42,903 +29%
SEI Investments
6
SEI Investments
Pennsylvania
$5.03M +$118K +3,146 +2%
LPL Financial
7
LPL Financial
California
$4.96M +$281K +7,483 +6%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$4.54M – – –
B
9
Bailard
California
$3.52M +$16.5K +439 +0.5%
Cerity Partners
10
Cerity Partners
New York
$3.2M +$5.93K +158 +0.2%
PCIG
11
Partners Capital Investment Group
Massachusetts
$2.69M +$948K +25,226 +55%
TI
12
Tidal Investments
Wisconsin
$2.61M – – –
Citadel Advisors
13
Citadel Advisors
Florida
$2.25M -$141K -3,765 -6%
MMA
14
Miracle Mile Advisors
California
$1.96M -$105K -2,791 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M -$38.6K -1,028 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.72M +$223K +5,946 +15%
IFWM
17
Institute for Wealth Management
Colorado
$1.5M +$45.8K +1,219 +3%
BPA
18
Beacon Pointe Advisors
California
$1.49M +$28K +746 +2%
Bank of America
19
Bank of America
North Carolina
$1.37M -$10.1K -270 -0.7%
Mariner
20
Mariner
Kansas
$1.18M +$488K +12,998 +71%
HI
21
Harbour Investments
Wisconsin
$1.08M -$92.2K -2,454 -8%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$1.03M -$51.2K -1,363 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$824K +$624K +16,623 +316%
BFS
24
Bradley Foster & Sargent
Connecticut
$660K – – –
APA
25
Astoria Portfolio Advisors
New York
$613K +$72.3K +1,926 +14%
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