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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$1.27M -$80.7K -1,221 -6%
GKWIM
52
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$223K +3,376 +20%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.14M -$105K -1,587 -8%
JSAM
54
J. Safra Asset Management
New York
$1.06M +$1.39K +21 +0.1%
HF
55
HRT Financial
New York
$1M +$1.05M +15,947 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$1M +$1.32K +20 +0.1%
RIS
57
Retirement Income Solutions
Michigan
$955K -$9.65K -146 -1%
OCM
58
One Capital Management
California
$954K -$17.8K -269 -2%
CT
59
Coastline Trust
Rhode Island
$927K -$34.8K -526 -3%
Goldman Sachs
60
Goldman Sachs
New York
$913K +$257K +3,884 +37%
Mariner
61
Mariner
Kansas
$887K +$7.27K +110 +0.8%
Jane Street
62
Jane Street
New York
$834K +$874K +13,218 New
BBHC
63
Brown Brothers Harriman & Co
New York
$818K -$7.14K -108 -0.8%
VC
64
Veracity Capital
Georgia
$779K +$529 +8 +0.1%
SAS
65
Sage Advisory Services
Texas
$753K -$2.91K -44 -0.4%
EIG
66
Ellenbecker Investment Group
Wisconsin
$740K -$595 -9 -0.1%
SWA
67
Sax Wealth Advisors
New Jersey
$717K – – –
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K +$441K +6,673 +159%
FI
69
FinArc Investments
Massachusetts
$615K +$644K +9,745 New
AA
70
Advisory Alpha
Michigan
$601K +$68.7K +1,039 +12%
WSWA
71
Warren Street Wealth Advisors
California
$599K +$29K +438 +5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$593K +$67.4K +1,020 +12%
VWM
73
Verus Wealth Management
Wisconsin
$565K – – –
OFG
74
Opulen Financial Group
Virginia
$548K +$1.45K +22 +0.3%
OA
75
Operose Advisors
Wisconsin
$530K +$1.52K +23 +0.3%