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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
51
Single Point Partners
Massachusetts
$445K +$579 +12 +0.1%
DWM
52
Denver Wealth Management
Colorado
$418K +$105K +2,181 +36%
CW
53
CreativeOne Wealth
Kansas
$416K +$396K +8,208 New
OA
54
Operose Advisors
Wisconsin
$416K +$1.16K +24 +0.3%
WAM
55
WNY Asset Management
New York
$412K
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$395K +$98.7K +2,045 +35%
DJSG
57
D.J. St. Germain
Massachusetts
$383K
KW
58
KWB Wealth
California
$341K -$869 -18 -0.3%
RJT
59
Raymond James Trust
Florida
$337K
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$332K +$20.7K +428 +7%
JSW
61
Journey Strategic Wealth
New Jersey
$305K -$150K -3,103 -34%
PSCM
62
Per Stirling Capital Management
Texas
$291K +$277K +5,743 New
KWM
63
Kingsview Wealth Management
Oregon
$280K -$166K -3,442 -38%
Two Sigma Investments
64
Two Sigma Investments
New York
$248K -$391K -8,100 -62%
BAM
65
Brave Asset Management
New Jersey
$246K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$241K -$251K -5,197 -52%
ZF
67
Zhang Financial
Michigan
$230K +$219K +4,544 New
UWM
68
USAdvisors Wealth Management
Minnesota
$219K +$209K +4,327 New
GLA
69
Good Life Advisors
Pennsylvania
$210K +$200K +4,147 New
CC
70
Chicago Capital
Illinois
$207K +$197K +4,090 New
ZIM
71
Zacks Investment Management
Illinois
$206K +$196K +4,063 New
NA
72
NewEdge Advisors
Louisiana
$197K -$18.8K -389 -9%
WFA
73
Wells Financial Advisors
Massachusetts
$172K +$41.5K +860 +34%
AF
74
Allworth Financial
California
$162K +$483 +10 +0.3%
TRCT
75
Tower Research Capital (TRC)
New York
$159K +$30.8K +638 +25%