EFIV icon

State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Affiance Financial
Minnesota
$2.81M +$2.95M +44,594 New
MIH
27
Meitav Investment House
Israel
$2.44M +$1.2M +18,100 +84%
MIA
28
MainStreet Investment Advisors
Illinois
$2.36M +$2.48M +37,479 New
MPWT
29
MassMutual Private Wealth & Trust
Connecticut
$2.36M +$2.48M +37,479 New
ACM
30
Armbruster Capital Management
New York
$2.25M +$251K +3,804 +12%
LFG
31
Larson Financial Group
Missouri
$2.21M +$140K +2,116 +6%
SI
32
Seeds Investor
New York
$2.11M +$19.2K +290 +0.9%
RL
33
Rogco LP
Oklahoma
$2.01M +$2.1M +31,794 New
HNB
34
Huntington National Bank
Ohio
$1.99M – – –
PIA
35
Perennial Investment Advisors
California
$1.94M +$552K +8,344 +37%
Wells Fargo
36
Wells Fargo
California
$1.9M +$41K +620 +2%
RPSA
37
Richard P. Slaughter Associates
Texas
$1.79M +$211K +3,198 +13%
JSW
38
Journey Strategic Wealth
New Jersey
$1.75M +$1.83M +27,726 New
GCG
39
Gilbert Capital Group
Maine
$1.73M -$116K -1,761 -6%
SAI
40
Savvy Advisors Inc
New York
$1.61M +$19.4K +294 +1%
Creative Planning
41
Creative Planning
Kansas
$1.61M +$21.1K +319 +1%
SWP
42
Stratos Wealth Partners
Ohio
$1.59M +$52.7K +798 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.53M +$408K +6,170 +34%
NF
44
Napier Financial
Massachusetts
$1.47M -$105K -1,595 -6%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.43M +$731K +11,061 +95%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.35M +$108K +1,641 +8%
RWRC
47
R.W. Roge & Company
New York
$1.33M +$26.6K +402 +2%
CAL
48
Capital Analysts LLC
Pennsylvania
$1.31M +$95K +1,437 +7%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.3M +$887K +13,417 +172%
CAG
50
Crestwood Advisors Group
Massachusetts
$1.28M +$422K +6,384 +46%