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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
TownSquare Capital
Utah
$618K
WSWA
52
Warren Street Wealth Advisors
California
$618K
VWM
53
Verus Wealth Management
Wisconsin
$530K +$56.2K +1,000 +11%
DWM
54
Denver Wealth Management
Colorado
$520K -$93.8K -1,669 -15%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$520K -$57.8K -1,028 -10%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$495K +$520K +9,255 New
LAMNM
57
Longview Asset Management (New Mexico)
New Mexico
$485K -$18.7K -333 -4%
OFG
58
Opulen Financial Group
Virginia
$455K +$618 +11 +0.1%
BBHC
59
Brown Brothers Harriman & Co
New York
$454K
MIH
60
Meitav Investment House
Israel
$453K +$478K +8,500 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$452K -$62.5K -1,112 -12%
OA
62
Operose Advisors
Wisconsin
$445K +$1.41K +25 +0.3%
SPP
63
Single Point Partners
Massachusetts
$439K +$393 +7 +0.1%
CC
64
Chicago Capital
Illinois
$432K
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$420K -$4.5K -80 -1%
DJSG
66
D.J. St. Germain
Massachusetts
$404K
Mariner
67
Mariner
Kansas
$382K -$1.12M -19,962 -74%
Citadel Advisors
68
Citadel Advisors
Florida
$376K +$29.8K +531 +8%
PSCM
69
Per Stirling Capital Management
Texas
$371K
UBS Group
70
UBS Group
Switzerland
$361K +$379K +6,753 New
FAFN
71
First Affirmative Financial Network
Colorado
$356K
PCIA
72
Prime Capital Investment Advisors
Kansas
$343K +$360K +6,406 New
FRA
73
Front Row Advisors
California
$341K +$22.1K +393 +7%
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$325K
LJAC
75
L.J. Altfest & Co
New York
$318K -$16K -284 -5%