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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$56.2M – – –
FNWM
2
Financial Network Wealth Management
Utah
$38.6M +$727K +10,339 +2%
TF
3
Tompkins Financial
New York
$31M +$8.74M +124,302 +41%
KOC
4
Koss-Olinger Consulting
Florida
$29.7M -$343K -4,881 -1%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$29.4M +$90.9K +1,293 +0.3%
LPL Financial
6
LPL Financial
California
$25.3M +$1.71M +24,256 +8%
SL
7
Systelligence LLC
Minnesota
$20.8M +$20M +284,700 New
AF
8
Allworth Financial
California
$16.4M +$376K +5,348 +2%
Principal Financial Group
9
Principal Financial Group
Iowa
$14.3M +$666K +9,476 +5%
SWA
10
SOA Wealth Advisors
New York
$12.1M -$213K -3,033 -2%
RCS
11
Retirement Capital Strategies
California
$11.4M -$24.5K -348 -0.2%
LWP
12
Laurel Wealth Planning
Minnesota
$11.3M -$186K -2,647 -2%
PAG
13
Private Advisor Group
New Jersey
$7.22M -$1.74M -24,737 -20%
BEC
14
Blue Edge Capital
Virginia
$7.04M +$7.8K +111 +0.1%
Financial Engines Advisors
15
Financial Engines Advisors
California
$6.87M -$283K -4,021 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$6.61M +$36.2K +515 +0.6%
GH
17
GAM Holding
Switzerland
$5.52M – – –
AI
18
Atomic Invest
New York
$5.46M – – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$459K +6,528 +10%
MIH
20
Meitav Investment House
Israel
$4.27M +$1.35M +19,215 +49%
GI
21
Gradient Investments
Minnesota
$4.24M +$150K +2,129 +4%
EH
22
Equitable Holdings
New York
$3.96M -$40.2K -572 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.88M -$4.29K -61 -0.1%
Raymond James Financial
24
Raymond James Financial
Florida
$3.87M +$464K +6,607 +14%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.76M +$449K +6,392 +14%