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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
$46.5M +$417K +11,457 +1%
LSAG
2
Lake Street Advisors Group
New Hampshire
$30M -$33.1K -908 -0.1%
GAM
3
Gemmer Asset Management
California
$10.8M +$696K +19,120 +7%
LWIC
4
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.85M -$1.55M -42,600 -16%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$8.65M +$321K +8,811 +4%
MMA
6
Miracle Mile Advisors
California
$6.3M +$1.83M +50,276 +45%
LPL Financial
7
LPL Financial
California
$5.83M -$161K -4,408 -3%
SEI Investments
8
SEI Investments
Pennsylvania
$5.07M -$248K -6,817 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$4.71M – – –
B
10
Bailard
California
$4.04M +$283K +7,773 +8%
Cerity Partners
11
Cerity Partners
New York
$3.56M +$1.7M +46,579 +104%
Bank of America
12
Bank of America
North Carolina
$2.9M +$1.4M +38,474 +107%
Citadel Advisors
13
Citadel Advisors
Florida
$2.69M +$1.2M +32,986 +92%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.1M +$93K +2,554 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.06M +$168K +4,599 +10%
IFWM
16
Institute for Wealth Management
Colorado
$1.71M -$31.3K -859 -2%
BPA
17
Beacon Pointe Advisors
California
$1.55M +$12.7K +349 +0.9%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.18M +$1.1M +30,227 New
HI
19
Harbour Investments
Wisconsin
$1.17M +$40.6K +1,116 +4%
AM
20
AGF Management
Ontario, Canada
$995K +$656K +18,000 +240%
PCIG
21
Partners Capital Investment Group
Massachusetts
$944K -$1.43M -39,291 -62%
CTA
22
Camelot Technology Advisors
California
$699K +$653K +17,916 New
OFG
23
Oxford Financial Group
Indiana
$645K +$10.4K +285 +2%
BFS
24
Bradley Foster & Sargent
Connecticut
$641K -$39.3K -1,080 -6%
Mariner
25
Mariner
Kansas
$639K -$242K -6,652 -29%
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