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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
101
Coastal Bridge Advisors
Connecticut
$327K +$315K +4,485 New
SWA
102
Sax Wealth Advisors
New Jersey
$322K -$402K -5,725 -53%
EIG
103
Ellenbecker Investment Group
Wisconsin
$292K -$543K -7,730 -66%
TDC
104
Thompson Davis & Co
Virginia
$283K
SWM
105
SHP Wealth Management
Massachusetts
$275K
SOS
106
Silver Oak Securities
Tennessee
$258K
EI
107
Ethic Inc
New York
$255K
EWA
108
EP Wealth Advisors
California
$249K -$5.55K -79 -2%
WAM
109
WNY Asset Management
New York
$241K
Ameriprise
110
Ameriprise
Minnesota
$234K +$492 +7 +0.2%
Morgan Stanley
111
Morgan Stanley
New York
$232K -$70 -1 -0%
VVP
112
Venture Visionary Partners
Ohio
$228K -$34.5K -491 -14%
CFIA
113
Cantor Fitzgerald Investment Advisors
New York
$224K +$215K +3,065 New
SPC
114
Sigma Planning Corp
Michigan
$220K +$212K +3,011 New
LJAC
115
L.J. Altfest & Co
New York
$218K -$62.1K -883 -23%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$209K +$201K +2,863 New
SI
117
Saxon Interests
Texas
$208K +$200K +2,848 New
SA
118
Sincerus Advisory
New York
$203K +$196K +2,790 New
HI
119
Harbour Investments
Wisconsin
$182K +$8.79K +125 +5%
UBS Group
120
UBS Group
Switzerland
$174K +$135K +1,916 +410%
MIA
121
Milestone Investment Advisors
Wisconsin
$160K +$12.3K +175 +9%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$139K
VNA
123
Valley National Advisers
Pennsylvania
$137K
TCM
124
Tradewinds Capital Management
Washington
$129K +$6.61K +94 +6%
TRCT
125
Tower Research Capital (TRC)
New York
$86.6K +$83.5K +1,188 New