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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Denver Wealth Management
Colorado
$643K +$72.2K +1,265 +12%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$607K +$45.6K +799 +8%
PIA
53
Perennial Investment Advisors
California
$592K +$105K +1,832 +21%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$540K +$183K +3,201 +50%
LAMNM
55
Longview Asset Management (New Mexico)
New Mexico
$531K +$536K +9,396 New
VWM
56
Verus Wealth Management
Wisconsin
$503K +$508K +8,900 New
Goldman Sachs
57
Goldman Sachs
New York
$498K -$28.6K -502 -5%
BBHC
58
Brown Brothers Harriman & Co
New York
$480K +$485K +8,495 New
OFG
59
Opulen Financial Group
Virginia
$480K +$484K +8,491 New
JSAM
60
J. Safra Asset Management
New York
$475K
OA
61
Operose Advisors
Wisconsin
$468K +$1.54K +27 +0.3%
SPP
62
Single Point Partners
Massachusetts
$463K +$399 +7 +0.1%
CC
63
Chicago Capital
Illinois
$456K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$448K +$6.96K +122 +2%
DJSG
65
D.J. St. Germain
Massachusetts
$427K
VW
66
Veridan Wealth
Oregon
$408K +$410K +7,179 New
TF
67
Tompkins Financial
New York
$403K +$407K +7,140 New
PSCM
68
Per Stirling Capital Management
Texas
$391K +$151K +2,650 +62%
MFA
69
McClarren Financial Advisors
Pennsylvania
$381K +$77.6K +1,361 +25%
FAFN
70
First Affirmative Financial Network
Colorado
$376K
Citadel Advisors
71
Citadel Advisors
Florida
$367K +$370K +6,494 New
LJAC
72
L.J. Altfest & Co
New York
$352K +$355K +6,226 New
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$343K -$19.9K -349 -5%
FRA
74
Front Row Advisors
California
$338K +$91.8K +1,610 +37%
BAM
75
Brave Asset Management
New Jersey
$299K