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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
76
HBW Advisory Services
California
$296K +$299K +5,243 New
JSW
77
Journey Strategic Wealth
New Jersey
$282K
ZF
78
Zhang Financial
Michigan
$268K
SA
79
Sanctuary Advisors
Indiana
$264K +$261K +4,575 New
Creative Planning
80
Creative Planning
Kansas
$264K -$212K -3,713 -44%
CW
81
CreativeOne Wealth
Kansas
$250K -$218K -3,820 -46%
ACA
82
Aptus Capital Advisors
Alabama
$245K +$15K +263 +6%
GLA
83
Good Life Advisors
Pennsylvania
$231K
SPC
84
Sigma Planning Corp
Michigan
$226K -$1.6K -28 -0.7%
NA
85
NewEdge Advisors
Louisiana
$218K -$3.65K -64 -2%
MML Investors Services
86
MML Investors Services
Massachusetts
$216K +$218K +3,829 New
HWM
87
Horizon Wealth Management
Illinois
$207K +$209K +3,665 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$207K +$209K +3,658 New
AF
89
Allworth Financial
California
$187K +$628 +11 +0.3%
Morgan Stanley
90
Morgan Stanley
New York
$179K
HBT
91
Hills Bank & Trust
Iowa
$149K -$7.82K -137 -5%
WFA
92
Wells Financial Advisors
Massachusetts
$145K
LFG
93
Larson Financial Group
Missouri
$117K +$40.9K +717 +53%
Comerica Bank
94
Comerica Bank
Texas
$87.2K
TCM
95
Tradewinds Capital Management
Washington
$74.3K +$28.3K +496 +61%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$62.5K
NP
97
NorthRock Partners
Minnesota
$58.9K
JP Morgan Chase
98
JP Morgan Chase
New York
$58.8K +$27.6K +483 +87%
MIA
99
Milestone Investment Advisors
Wisconsin
$45.9K +$46.3K +812 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$45K