We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF
EFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
76
Veridan Wealth
Oregon
$381K -$9.37K -144 -2%
GFA
77
Godfrey Financial Associates
New York
$377K +$370K +5,694 New
CW
78
CreativeOne Wealth
Kansas
$375K +$10.3K +158 +3%
CSP
79
Cary Street Partners
Virginia
$371K – – –
ZF
80
Zhang Financial
Michigan
$363K +$130 +2 +0%
MFA
81
McClarren Financial Advisors
Pennsylvania
$362K -$351K -5,395 -99%
BAM
82
Brave Asset Management
New Jersey
$358K – – –
MFGM
83
Marshall Financial Group (Maryland)
Maryland
$355K -$26.8K -412 -7%
NCM
84
Novare Capital Management
North Carolina
$344K +$6.5K +100 +2%
HWM
85
Horizon Wealth Management
Illinois
$301K +$18K +277 +6%
ACA
86
Aptus Capital Advisors
Alabama
$300K -$9.04K -139 -3%
SWM
87
SFG Wealth Management
Maryland
$285K +$60.5K +931 +28%
TLFA
88
True Link Financial Advisors
California
$278K +$273K +4,204 New
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$49.2K +757 +22%
LAMNM
90
Longview Asset Management (New Mexico)
New Mexico
$268K -$82.7K -1,271 -24%
NA
91
NewEdge Advisors
Louisiana
$266K +$3.32K +51 +1%
LJAC
92
L.J. Altfest & Co
New York
$263K +$130 +2 +0.1%
TDC
93
Thompson Davis & Co
Virginia
$257K – – –
SWM
94
SHP Wealth Management
Massachusetts
$249K +$245K +3,769 New
VVP
95
Venture Visionary Partners
Ohio
$240K -$845 -13 -0.4%
SOS
96
Silver Oak Securities
Tennessee
$233K +$3.45K +53 +2%
EI
97
Ethic Inc
New York
$231K – – –
JWCA
98
J.W. Cole Advisors
Florida
$231K +$1.82K +28 +0.8%
AF
99
Allworth Financial
California
$216K +$520 +8 +0.2%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$214K – – –
2 3
4
5 6