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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$520K +$19.1K +354 +4%
PIA
52
Perennial Investment Advisors
California
$483K +$186K +3,458 +67%
Creative Planning
53
Creative Planning
Kansas
$467K +$54 +1 +0%
JSAM
54
J. Safra Asset Management
New York
$464K +$127K +2,353 +39%
OA
55
Operose Advisors
Wisconsin
$461K +$1.35K +25 +0.3%
CW
56
CreativeOne Wealth
Kansas
$460K +$11K +204 +3%
SPP
57
Single Point Partners
Massachusetts
$456K +$377 +7 +0.1%
CC
58
Chicago Capital
Illinois
$450K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$435K +$32.1K +596 +8%
DJSG
60
D.J. St. Germain
Massachusetts
$421K
SAS
61
Sage Advisory Services
Texas
$410K
US Bancorp
62
US Bancorp
Minnesota
$403K +$4.42K +82 +1%
FAFN
63
First Affirmative Financial Network
Colorado
$371K +$123K +2,290 +52%
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$358K -$7.44K -138 -2%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$355K +$57.7K +1,070 +20%
MFA
66
McClarren Financial Advisors
Pennsylvania
$300K +$288K +5,344 +10,083%
BAM
67
Brave Asset Management
New Jersey
$295K
WLIM
68
White Lighthouse Investment Management
Massachusetts
$291K +$281K +5,218 New
KW
69
KWB Wealth
California
$290K -$69.1K -1,282 -19%
WAM
70
WNY Asset Management
New York
$280K -$168K -3,122 -38%
JSW
71
Journey Strategic Wealth
New Jersey
$278K -$55.5K -1,029 -17%
ZF
72
Zhang Financial
Michigan
$265K
ZIM
73
Zacks Investment Management
Illinois
$250K +$54 +1 +0%
RJT
74
Raymond James Trust
Florida
$247K
FRA
75
Front Row Advisors
California
$244K +$51.2K +950 +28%