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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
76
L.J. Altfest & Co
New York
$310K -$34.7K -640 -11%
CW
77
CreativeOne Wealth
Kansas
$307K +$9.59K +177 +3%
NCM
78
Novare Capital Management
North Carolina
$298K +$276K +5,093 New
ACA
79
Aptus Capital Advisors
Alabama
$268K +$8.07K +149 +3%
HBT
80
Hills Bank & Trust
Iowa
$263K +$70.5K +1,301 +41%
FAFN
81
First Affirmative Financial Network
Colorado
$256K -$124K -2,290 -34%
Morgan Stanley
82
Morgan Stanley
New York
$251K +$59.9K +1,106 +35%
EIG
83
Ellenbecker Investment Group
Wisconsin
$241K +$8.07K +149 +4%
SPC
84
Sigma Planning Corp
Michigan
$236K -$163 -3 -0.1%
NA
85
NewEdge Advisors
Louisiana
$232K +$5.96K +110 +3%
FHA
86
Flagship Harbor Advisors
Massachusetts
$231K +$214K +3,941 New
TDC
87
Thompson Davis & Co
Virginia
$227K +$210K +3,880 New
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$217K +$201K +3,713 New
HWM
89
Horizon Wealth Management
Illinois
$217K +$201K +3,701 New
JP Morgan Chase
90
JP Morgan Chase
New York
$216K +$45.8K +846 +30%
JWCA
91
J.W. Cole Advisors
Florida
$208K +$193K +3,560 New
EI
92
Ethic Inc
New York
$203K +$189K +3,495 New
PJSIMP
93
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K +$187K +3,460 New
AF
94
Allworth Financial
California
$190K +$542 +10 +0.3%
WFA
95
Wells Financial Advisors
Massachusetts
$153K
VNA
96
Valley National Advisers
Pennsylvania
$109K +$101K +1,873 New
TCM
97
Tradewinds Capital Management
Washington
$91.7K +$6.67K +123 +9%
MYIA
98
Mount Yale Investment Advisors
Colorado
$64.9K +$60.1K +1,109 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$60.8K -$3.63K -67 -6%
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.8K +$1.03K +19 +2%