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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
76
D.J. St. Germain
Massachusetts
$477K
PSCM
77
Per Stirling Capital Management
Texas
$468K +$40.4K +611 +9%
FRA
78
Front Row Advisors
California
$454K +$529 +8 +0.1%
GFA
79
Godfrey Financial Associates
New York
$454K +$99.1K +1,499 +26%
ZF
80
Zhang Financial
Michigan
$439K +$97.4K +1,473 +27%
DWM
81
Denver Wealth Management
Colorado
$436K +$14.3K +217 +3%
MFGM
82
Marshall Financial Group (Maryland)
Maryland
$381K +$45.3K +685 +13%
HAS
83
HBW Advisory Services
California
$379K -$7.73K -117 -2%
CFS
84
Cannon Financial Strategists
Georgia
$363K +$380K +5,755 New
HBT
85
Hills Bank & Trust
Iowa
$355K -$30.7K -465 -8%
VW
86
Veridan Wealth
Oregon
$354K -$9.85K -149 -3%
BAM
87
Brave Asset Management
New Jersey
$354K +$13K +197 +4%
CSP
88
Cary Street Partners
Virginia
$354K
MFA
89
McClarren Financial Advisors
Pennsylvania
$346K +$359K +5,424 +8,218%
TLFA
90
True Link Financial Advisors
California
$343K +$82K +1,240 +29%
NCM
91
Novare Capital Management
North Carolina
$328K
CASB
92
Cape Ann Savings Bank
Massachusetts
$319K +$334K +5,060 New
CW
93
CreativeOne Wealth
Kansas
$314K -$46.5K -703 -12%
BWM
94
Briggs Wealth Management
Connecticut
$314K +$329K +4,971 New
MML Investors Services
95
MML Investors Services
Massachusetts
$309K +$324K +4,900 New
ACA
96
Aptus Capital Advisors
Alabama
$300K +$14.2K +215 +5%
SWM
97
SFG Wealth Management
Maryland
$300K +$29.6K +448 +10%
FHA
98
Flagship Harbor Advisors
Massachusetts
$296K +$106K +1,609 +52%
NA
99
NewEdge Advisors
Louisiana
$288K +$36K +544 +14%
HWM
100
Horizon Wealth Management
Illinois
$287K +$66 +1 +0%