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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$110K +$107K +2,783 New
UBS Group
52
UBS Group
Switzerland
$64K +$62.2K +1,624 New
GWM
53
Geneos Wealth Management
Colorado
$45.7K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$37K -$139K -3,643 -80%
Morgan Stanley
55
Morgan Stanley
New York
$33.6K -$13.6K -356 -29%
IA
56
IFP Advisors
Florida
$23.4K -$66.1K -1,726 -69%
NFSG
57
Newbridge Financial Services Group
Florida
$15.6K
TCM
58
Tradewinds Capital Management
Washington
$8.48K +$8.23K +215 New
FWM
59
Focused Wealth Management
New York
$6.62K
ATC
60
Adirondack Trust Company
New York
$3.94K
NA
61
NewEdge Advisors
Louisiana
$2.25K +$2.18K +57 New
GEA
62
Glen Eagle Advisors
New Jersey
$1.77K +$1.72K +45 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$631 +$612 +16 New
RCS
64
Retirement Capital Strategies
California
-$3.49M -95,319 Closed
FTUS
65
Flow Traders U.S.
New York
-$557K -15,200 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$316K -8,633 Closed
SEIA
67
Signature Estate & Investment Advisors
California
-$220K -5,994 Closed
BAAM
68
Baker Avenue Asset Management
California
-$72.6K -1,981 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
-$43K -1,163 Closed
AAG
70
Armstrong Advisory Group
Massachusetts
-$33.3K -908 Closed