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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
76
Veridan Wealth
Oregon
$311K -$76.4K -1,360 -19%
HAS
77
HBW Advisory Services
California
$304K +$24.8K +442 +8%
CSP
78
Cary Street Partners
Virginia
$300K +$315K +5,608 New
MFA
79
McClarren Financial Advisors
Pennsylvania
$290K -$74.6K -1,328 -20%
BAM
80
Brave Asset Management
New Jersey
$290K +$6.69K +119 +2%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$279K -$793K -14,110 -73%
GLA
82
Good Life Advisors
Pennsylvania
$278K +$61.6K +1,096 +27%
JSW
83
Journey Strategic Wealth
New Jersey
$271K +$4.21K +75 +2%
CW
84
CreativeOne Wealth
Kansas
$271K +$35.6K +633 +14%
ZF
85
Zhang Financial
Michigan
$254K
SA
86
Sanctuary Advisors
Indiana
$245K
ACA
87
Aptus Capital Advisors
Alabama
$236K +$4.5K +80 +2%
SPC
88
Sigma Planning Corp
Michigan
$216K +$1.24K +22 +0.5%
EIG
89
Ellenbecker Investment Group
Wisconsin
$212K +$223K +3,966 New
NA
90
NewEdge Advisors
Louisiana
$206K
HBT
91
Hills Bank & Trust
Iowa
$170K +$30.4K +542 +20%
Morgan Stanley
92
Morgan Stanley
New York
$170K
AF
93
Allworth Financial
California
$168K +$506 +9 +0.3%
JP Morgan Chase
94
JP Morgan Chase
New York
$152K +$102K +1,807 +174%
WFA
95
Wells Financial Advisors
Massachusetts
$140K +$2.81K +50 +2%
TCM
96
Tradewinds Capital Management
Washington
$77.3K +$7.25K +129 +10%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$59.2K
NP
98
NorthRock Partners
Minnesota
$55.7K
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.5K +$3.99K +71 +9%
MIA
100
Milestone Investment Advisors
Wisconsin
$43.6K +$169 +3 +0.4%