We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$686K +$8.4K +155 +1%
Mariner
52
Mariner
Kansas
$625K +$192K +3,536 +50%
CAG
53
Crestwood Advisors Group
Massachusetts
$608K +$562K +10,378 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$572K +$104K +1,914 +24%
VWM
55
Verus Wealth Management
Wisconsin
$566K -$12.6K -233 -2%
TRCT
56
Tower Research Capital (TRC)
New York
$557K +$515K +9,512 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$517K +$20.3K +375 +4%
OFG
58
Opulen Financial Group
Virginia
$498K +$108 +2 +0%
BBHC
59
Brown Brothers Harriman & Co
New York
$497K
OA
60
Operose Advisors
Wisconsin
$488K +$1.35K +25 +0.3%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$482K -$80.4K -1,483 -15%
SPP
62
Single Point Partners
Massachusetts
$480K +$379 +7 +0.1%
CC
63
Chicago Capital
Illinois
$472K
DJSG
64
D.J. St. Germain
Massachusetts
$442K
LAMNM
65
Longview Asset Management (New Mexico)
New Mexico
$428K -$94.8K -1,749 -19%
FRA
66
Front Row Advisors
California
$411K +$34.7K +640 +10%
PSCM
67
Per Stirling Capital Management
Texas
$399K -$6.34K -117 -2%
DWM
68
Denver Wealth Management
Colorado
$389K -$167K -3,076 -32%
GLA
69
Good Life Advisors
Pennsylvania
$381K +$71.3K +1,316 +25%
MFGM
70
Marshall Financial Group (Maryland)
Maryland
$341K -$14.3K -263 -4%
CSP
71
Cary Street Partners
Virginia
$328K
HAS
72
HBW Advisory Services
California
$326K -$6.29K -116 -2%
ZF
73
Zhang Financial
Michigan
$321K +$40.3K +743 +16%
MFA
74
McClarren Financial Advisors
Pennsylvania
$319K +$921 +17 +0.3%
BAM
75
Brave Asset Management
New Jersey
$317K