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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$633K +$20.5K +536 +3%
Bank of America
27
Bank of America
North Carolina
$614K -$1.76K -46 -0.3%
VC
28
Veracity Capital
Georgia
$613K +$114K +2,985 +24%
Jane Street
29
Jane Street
New York
$587K +$570K +14,891 New
RIS
30
Retirement Income Solutions
Michigan
$571K -$12.2K -318 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$560K -$127K -3,308 -19%
FFN
32
Focus Financial Network
Minnesota
$551K +$535K +13,965 New
KWM
33
Kingsview Wealth Management
Oregon
$533K -$307K -8,018 -37%
WSWA
34
Warren Street Wealth Advisors
California
$463K +$1.49K +39 +0.3%
FPCP
35
Fort Point Capital Partners
California
$443K +$61.1K +1,596 +17%
RWRC
36
R.W. Roge & Company
New York
$425K +$413K +10,794 New
Wells Fargo
37
Wells Fargo
California
$389K
JSW
38
Journey Strategic Wealth
New Jersey
$346K +$57.2K +1,495 +21%
SPP
39
Single Point Partners
Massachusetts
$339K +$574 +15 +0.2%
CW
40
CreativeOne Wealth
Kansas
$325K -$102K -2,655 -24%
OA
41
Operose Advisors
Wisconsin
$319K +$1.26K +33 +0.4%
KW
42
KWB Wealth
California
$307K
TRCT
43
Tower Research Capital (TRC)
New York
$294K +$103K +2,692 +56%
RJT
44
Raymond James Trust
Florida
$262K
Citadel Advisors
45
Citadel Advisors
Florida
$242K -$61.3K -1,602 -21%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$241K +$234K +6,121 New
DWM
47
Denver Wealth Management
Colorado
$232K +$12.3K +322 +6%
EH
48
Equitable Holdings
New York
$222K +$215K +5,628 New
BAM
49
Brave Asset Management
New Jersey
$202K +$196K +5,113 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$191K +$4.79K +125 +3%