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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$37.2K +$25.7K +458 +193%
US Bancorp
102
US Bancorp
Minnesota
$36K – – –
MFS
103
Mattson Financial Services
Michigan
$35K +$2.87K +51 +8%
AF
104
Advisornet Financial
Minnesota
$33.4K +$112 +2 +0.3%
HI
105
Harbour Investments
Wisconsin
$26.5K – – –
CBT
106
Crews Bank & Trust
Florida
$18.7K – – –
SS
107
SBI Securities
Japan
$12K -$2.42K -43 -16%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$11K -$32K -570 -72%
SL
109
Salomon & Ludwin
Virginia
$9.42K +$9.89K +176 New
HFS
110
Horizon Financial Services
North Carolina
$6.05K – – –
CFO
111
Capitol Family Office
Oregon
$5.3K +$5.56K +99 New
GEA
112
Glen Eagle Advisors
New Jersey
$2.03K – – –
NEWAS
113
N.E.W. Advisory Services
Wisconsin
$1.18K +$1.24K +22 New
SSIM
114
Sheets Smith Investment Management
Texas
– -$6.43M -113,774 Closed
SSWM
115
Sheets Smith Wealth Management
North Carolina
– -$2.63M -46,484 Closed
PI
116
PineBridge Investments
New York
– -$1.2M -21,264 Closed
Prudential Financial
117
Prudential Financial
New Jersey
– -$762K -13,500 Closed
Creative Planning
118
Creative Planning
Kansas
– -$264K -4,670 Closed
MML Investors Services
119
MML Investors Services
Massachusetts
– -$216K -3,829 Closed
HWM
120
Horizon Wealth Management
Illinois
– -$207K -3,665 Closed
FHA
121
Flagship Harbor Advisors
Massachusetts
– -$207K -3,658 Closed
Comerica Bank
122
Comerica Bank
Texas
– -$87.2K -1,544 Closed
HI
123
Human Investing
Oregon
– -$38.6K -684 Closed
PCWA
124
Pacific Capital Wealth Advisors
California
– -$23.7K -419 Closed
EB
125
Eastern Bank
Massachusetts
– -$14.3K -253 Closed