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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$223K +3,376 +20%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.14M -$105K -1,587 -8%
JSAM
53
J. Safra Asset Management
New York
$1.06M +$1.39K +21 +0.1%
HF
54
HRT Financial
New York
$1M +$1.05M +15,947 New
Corient Private Wealth
55
Corient Private Wealth
Florida
$1M +$1.32K +20 +0.1%
RIS
56
Retirement Income Solutions
Michigan
$955K -$9.65K -146 -1%
OCM
57
One Capital Management
California
$954K -$17.8K -269 -2%
CT
58
Coastline Trust
Rhode Island
$927K -$34.8K -526 -3%
Goldman Sachs
59
Goldman Sachs
New York
$913K +$257K +3,884 +37%
Mariner
60
Mariner
Kansas
$887K +$7.27K +110 +0.8%
Jane Street
61
Jane Street
New York
$834K +$874K +13,218 New
BBHC
62
Brown Brothers Harriman & Co
New York
$818K -$7.14K -108 -0.8%
VC
63
Veracity Capital
Georgia
$779K +$529 +8 +0.1%
SAS
64
Sage Advisory Services
Texas
$753K -$2.91K -44 -0.4%
EIG
65
Ellenbecker Investment Group
Wisconsin
$740K -$595 -9 -0.1%
SWA
66
Sax Wealth Advisors
New Jersey
$717K
PJSIMP
67
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K +$441K +6,673 +159%
FI
68
FinArc Investments
Massachusetts
$615K +$644K +9,745 New
AA
69
Advisory Alpha
Michigan
$601K +$68.7K +1,039 +12%
WSWA
70
Warren Street Wealth Advisors
California
$599K +$29K +438 +5%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$593K +$67.4K +1,020 +12%
VWM
72
Verus Wealth Management
Wisconsin
$565K
OFG
73
Opulen Financial Group
Virginia
$548K +$1.45K +22 +0.3%
OA
74
Operose Advisors
Wisconsin
$530K +$1.52K +23 +0.3%
SPP
75
Single Point Partners
Massachusetts
$519K +$397 +6 +0.1%