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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
$434K -$30.9K -608 -7%
WAM
52
WNY Asset Management
New York
$432K
CC
53
Chicago Capital
Illinois
$428K +$202K +3,977 +97%
CW
54
CreativeOne Wealth
Kansas
$427K -$8.5K -167 -2%
SAS
55
Sage Advisory Services
Texas
$410K -$67.2K -1,321 -15%
DJSG
56
D.J. St. Germain
Massachusetts
$401K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$383K -$30.3K -595 -8%
US Bancorp
58
US Bancorp
Minnesota
$379K +$363K +7,137 New
MFGM
59
Marshall Financial Group (Maryland)
Maryland
$348K
VW
60
Veridan Wealth
Oregon
$346K +$301K +5,913 New
KW
61
KWB Wealth
California
$341K
JSW
62
Journey Strategic Wealth
New Jersey
$320K -$458 -9 -0.1%
JSAM
63
J. Safra Asset Management
New York
$319K +$306K +6,010 New
MFA
64
McClarren Financial Advisors
Pennsylvania
$285K +$2.7K +53 New
BAM
65
Brave Asset Management
New Jersey
$281K +$22.1K +434 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$281K +$27.2K +534 +11%
PIA
67
Perennial Investment Advisors
California
$276K +$264K +5,198 New
ZF
68
Zhang Financial
Michigan
$252K +$10.2K +200 +4%
ZIM
69
Zacks Investment Management
Illinois
$238K +$21.2K +417 +10%
PSCM
70
Per Stirling Capital Management
Texas
$237K -$65.2K -1,281 -22%
RJT
71
Raymond James Trust
Florida
$236K -$113K -2,217 -33%
KWM
72
Kingsview Wealth Management
Oregon
$234K -$57.9K -1,138 -21%
FAFN
73
First Affirmative Financial Network
Colorado
$232K +$222K +4,370 New
Jane Street
74
Jane Street
New York
$230K -$1.54M -30,293 -87%
SPC
75
Sigma Planning Corp
Michigan
$220K +$211K +4,144 New