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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$863K +$177K +2,903 +27%
VC
52
Veracity Capital
Georgia
$775K -$204K -3,346 -22%
SAS
53
Sage Advisory Services
Texas
$762K -$11K -180 -1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$752K +$125K +2,057 +21%
CAG
55
Crestwood Advisors Group
Massachusetts
$729K +$66.7K +1,093 +11%
SWA
56
Sax Wealth Advisors
New Jersey
$689K -$535K -8,775 -45%
VWM
57
Verus Wealth Management
Wisconsin
$579K -$34.6K -567 -6%
WSWA
58
Warren Street Wealth Advisors
California
$576K -$162K -2,662 -23%
EIG
59
Ellenbecker Investment Group
Wisconsin
$570K +$296K +4,852 +118%
OFG
60
Opulen Financial Group
Virginia
$550K +$8.66K +142 +2%
BBHC
61
Brown Brothers Harriman & Co
New York
$540K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$537K -$23.5K -386 -4%
OA
63
Operose Advisors
Wisconsin
$532K +$1.28K +21 +0.3%
SPP
64
Single Point Partners
Massachusetts
$522K +$366 +6 +0.1%
DJSG
65
D.J. St. Germain
Massachusetts
$480K
FRA
66
Front Row Advisors
California
$469K +$21.3K +350 +5%
PSCM
67
Per Stirling Capital Management
Texas
$433K
DWM
68
Denver Wealth Management
Colorado
$424K +$1.28K +21 +0.3%
HF
69
HRT Financial
New York
$391K +$376K +6,159 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$386K +$370K +6,070 New
HBT
71
Hills Bank & Trust
Iowa
$384K +$95K +1,558 +35%
HAS
72
HBW Advisory Services
California
$383K +$27.7K +454 +8%
VW
73
Veridan Wealth
Oregon
$376K +$360K +5,910 New
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$367K -$2.01K -33 -0.6%
CSP
75
Cary Street Partners
Virginia
$357K