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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$478K +$145K +3,817 +37%
Principal Financial Group
27
Principal Financial Group
Iowa
$460K
RA
28
RFG Advisory
Alabama
$452K +$468K +12,323 New
ZIG
29
Zurich Insurance Group
Switzerland
$441K +$490K +12,900 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K +$451K +11,868 New
WSWA
31
Warren Street Wealth Advisors
California
$390K +$8.06K +212 +2%
CW
32
CreativeOne Wealth
Kansas
$381K +$426K +11,200 New
Goldman Sachs
33
Goldman Sachs
New York
$328K
Citadel Advisors
34
Citadel Advisors
Florida
$327K -$286K -7,531 -44%
FPCP
35
Fort Point Capital Partners
California
$326K +$70.7K +1,861 +24%
SPP
36
Single Point Partners
Massachusetts
$291K +$21.6K +567 +7%
OA
37
Operose Advisors
Wisconsin
$273K +$1.22K +32 +0.4%
RIS
38
Retirement Income Solutions
Michigan
$255K +$31.5K +829 +13%
KW
39
KWB Wealth
California
$248K +$277K +7,296 New
RJT
40
Raymond James Trust
Florida
$226K
Bank of America
41
Bank of America
North Carolina
$186K +$31.1K +818 +18%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$134K +$150K +3,937 New
IA
43
IFP Advisors
Florida
$85K +$107K +2,826 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$44K +$49.2K +1,294 New
Morgan Stanley
45
Morgan Stanley
New York
$41K +$45.9K +1,207 New
GWM
46
Geneos Wealth Management
Colorado
$39K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$21K -$670K -17,623 -97%
Wells Fargo
48
Wells Fargo
California
$17K +$19.2K +504 New
NFSG
49
Newbridge Financial Services Group
Florida
$13K
GWSG
50
GPS Wealth Strategies Group
Colorado
$1K