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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.9K – – –
HI
102
Human Investing
Oregon
$38.6K +$39K +684 New
US Bancorp
103
US Bancorp
Minnesota
$38K -$373K -6,547 -91%
AF
104
Advisornet Financial
Minnesota
$35.2K +$114 +2 +0.3%
MFS
105
Mattson Financial Services
Michigan
$33.6K -$10.8K -190 -24%
HI
106
Harbour Investments
Wisconsin
$28K – – –
PCWA
107
Pacific Capital Wealth Advisors
California
$23.7K – – –
CBT
108
Crews Bank & Trust
Florida
$19.8K +$20K +350 New
HNB
109
Huntington National Bank
Ohio
$16.5K – – –
SS
110
SBI Securities
Japan
$15.1K +$15.2K +267 New
EB
111
Eastern Bank
Massachusetts
$14.3K – – –
GWM
112
Geneos Wealth Management
Colorado
$13.4K +$456 +8 +3%
HFS
113
Horizon Financial Services
North Carolina
$6.38K – – –
GEA
114
Glen Eagle Advisors
New Jersey
$2.15K -$399 -7 -16%
FHA
115
First Horizon Advisors
Tennessee
$78 – – –
UBS Group
116
UBS Group
Switzerland
– -$993K -17,800 Closed
KW
117
KWB Wealth
California
– -$290K -5,454 Closed
WLIM
118
White Lighthouse Investment Management
Massachusetts
– -$291K -5,218 Closed
WAM
119
WNY Asset Management
New York
– -$280K -5,014 Closed
ZIM
120
Zacks Investment Management
Illinois
– -$250K -4,481 Closed
KWM
121
Kingsview Wealth Management
Oregon
– -$218K -3,902 Closed
AAS
122
Avantax Advisory Services
Texas
– -$201K -3,603 Closed
BFWM
123
Bright Futures Wealth Management
New York
– -$200K -3,558 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$179K -3,215 Closed
PW
125
Paladin Wealth
Minnesota
– -$63.1K -1,131 Closed