We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$337K +$325K +4,618 New
NewEdge Advisors
102
NewEdge Advisors
Louisiana
$327K -$5.27K -75 -2%
CBA
103
Coastal Bridge Advisors
Connecticut
$327K +$315K +4,485 New
Sax Wealth Advisors
104
Sax Wealth Advisors
New Jersey
$322K -$402K -5,725 -53%
EIG
105
Ellenbecker Investment Group
Wisconsin
$292K -$543K -7,730 -66%
TDC
106
Thompson Davis & Co
Virginia
$283K – – –
SWM
107
SHP Wealth Management
Massachusetts
$275K – – –
SOS
108
Silver Oak Securities
Tennessee
$258K – – –
Ethic Inc
109
Ethic Inc
New York
$255K – – –
EP Wealth Advisors
110
EP Wealth Advisors
California
$249K -$5.55K -79 -2%
WAM
111
WNY Asset Management
New York
$241K – – –
Ameriprise
112
Ameriprise
Minnesota
$234K +$492 +7 +0.2%
Morgan Stanley
113
Morgan Stanley
New York
$232K -$70 -1 -0%
Venture Visionary Partners
114
Venture Visionary Partners
Ohio
$228K -$34.5K -491 -14%
CFIA
115
Cantor Fitzgerald Investment Advisors
New York
$224K +$215K +3,065 New
Sigma Planning Corp
116
Sigma Planning Corp
Michigan
$220K +$212K +3,011 New
LJAC
117
L.J. Altfest & Co
New York
$218K -$62.1K -883 -23%
Fiera Capital (Canada)
118
Fiera Capital (Canada)
Quebec, Canada
$209K +$201K +2,863 New
SI
119
Saxon Interests
Texas
$208K +$200K +2,848 New
SA
120
Sincerus Advisory
New York
$203K +$196K +2,790 New
Harbour Investments
121
Harbour Investments
Wisconsin
$182K +$8.79K +125 +5%
UBS Group
122
UBS Group
Switzerland
$174K +$135K +1,916 +410%
MIA
123
Milestone Investment Advisors
Wisconsin
$160K +$12.3K +175 +9%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$139K – – –
VNA
125
Valley National Advisers
Pennsylvania
$137K – – –