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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OA
51
Operose Advisors
Wisconsin
$378K +$1.34K +31 +0.4%
WAM
52
WNY Asset Management
New York
$376K +$353K +8,136 New
DJSG
53
D.J. St. Germain
Massachusetts
$349K
BCI
54
Brinker Capital Investments
Pennsylvania
$345K -$41.8K -963 -11%
OPS
55
Orion Portfolio Solutions
Nebraska
$345K -$41.8K -963 -11%
Goldman Sachs
56
Goldman Sachs
New York
$332K +$312K +7,190 New
KW
57
KWB Wealth
California
$312K -$60.3K -1,389 -17%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$310K +$291K +6,720 New
RJT
59
Raymond James Trust
Florida
$307K
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$283K -$62.6K -1,444 -19%
DWM
61
Denver Wealth Management
Colorado
$280K +$1.74K +40 +0.7%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$266K +$37.3K +861 +18%
SWA
63
SOA Wealth Advisors
New York
$254K +$239K +5,502 New
Citadel Advisors
64
Citadel Advisors
Florida
$240K -$196K -4,525 -47%
BAM
65
Brave Asset Management
New Jersey
$225K
NA
66
NewEdge Advisors
Louisiana
$198K +$139K +3,210 +298%
AF
67
Allworth Financial
California
$147K +$477 +11 +0.3%
Morgan Stanley
68
Morgan Stanley
New York
$137K
WFA
69
Wells Financial Advisors
Massachusetts
$117K
TRCT
70
Tower Research Capital (TRC)
New York
$116K -$99.3K -2,290 -48%
HBT
71
Hills Bank & Trust
Iowa
$109K +$103K +2,366 New
NP
72
NorthRock Partners
Minnesota
$95.1K +$89.3K +2,059 New
ACA
73
Aptus Capital Advisors
Alabama
$48.1K +$737 +17 +2%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.1K +$737 +17 +2%
AF
75
Advisornet Financial
Minnesota
$28.4K +$26.7K +615 New