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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$1.93M +$428K +7,626 +27%
ACM
27
Armbruster Capital Management
New York
$1.7M +$60.3K +1,074 +3%
FSA
28
Financial Services Advisory
Maryland
$1.7M -$148K -2,632 -8%
UFA
29
US Financial Advisors
Massachusetts
$1.37M +$112K +1,997 +8%
SWP
30
Stratos Wealth Partners
Ohio
$1.34M -$49.3K -878 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.32M +$39.6K +705 +3%
Wells Fargo
32
Wells Fargo
California
$1.2M +$284K +5,048 +29%
FFN
33
Focus Financial Network
Minnesota
$1.18M +$128K +2,285 +12%
LFG
34
Larson Financial Group
Missouri
$1.17M +$1.11M +19,725 +955%
Jane Street
35
Jane Street
New York
$1.15M +$213K +3,795 +21%
RPSA
36
Richard P. Slaughter Associates
Texas
$1.13M +$1.18M +21,047 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$1.08M -19,268 -49%
B
38
Birchbrook
Maine
$1.05M +$1.11M +19,702 New
SWA
39
Sax Wealth Advisors
New Jersey
$1.05M
PIA
40
Perennial Investment Advisors
California
$1.03M +$491K +8,741 +83%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.01M -$74.6K -1,328 -7%
CAL
42
Capital Analysts LLC
Pennsylvania
$975K -$97.4K -1,733 -9%
RWRC
43
R.W. Roge & Company
New York
$967K +$29K +516 +3%
CT
44
Coastline Trust
Rhode Island
$942K +$121K +2,145 +14%
JSAM
45
J. Safra Asset Management
New York
$895K +$470K +8,371 +100%
VC
46
Veracity Capital
Georgia
$820K +$506 +9 +0.1%
Corient Private Wealth
47
Corient Private Wealth
Florida
$747K
RIS
48
Retirement Income Solutions
Michigan
$727K
FPCP
49
Fort Point Capital Partners
California
$682K +$16.3K +290 +2%
SAS
50
Sage Advisory Services
Texas
$642K