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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$216K +$520 +8 +0.2%
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$214K – – –
Ameriprise
103
Ameriprise
Minnesota
$211K +$208K +3,192 New
Morgan Stanley
104
Morgan Stanley
New York
$210K -$1.5M -23,000 -88%
FHA
105
Flagship Harbor Advisors
Massachusetts
$204K -$24.5K -376 -11%
WFA
106
Wells Financial Advisors
Massachusetts
$173K – – –
KAS
107
Kestra Advisory Services
Texas
$165K +$162K +2,488 New
VNA
108
Valley National Advisers
Pennsylvania
$123K – – –
TCM
109
Tradewinds Capital Management
Washington
$104K – – –
UBS Group
110
UBS Group
Switzerland
$74.3K +$73K +1,123 New
MIA
111
Milestone Investment Advisors
Wisconsin
$67.3K +$12.8K +197 +24%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$65K +$195 +3 +0.3%
RF
113
Rossby Financial
Florida
$60.1K +$21.6K +332 +58%
US Bancorp
114
US Bancorp
Minnesota
$44.5K – – –
AF
115
Advisornet Financial
Minnesota
$41.7K +$130 +2 +0.3%
Citigroup
116
Citigroup
New York
$32.7K +$32.2K +495 New
AC
117
AlphaCore Capital
California
$19.8K +$19.5K +300 New
IPS
118
Investors Portfolio Services
Washington
$16.5K +$16.2K +249 New
SS
119
SBI Securities
Japan
$15.1K -$1.5K -23 -9%
SL
120
Salomon & Ludwin
Virginia
$11.7K – – –
HFS
121
Horizon Financial Services
North Carolina
$7.47K – – –
CFO
122
Capitol Family Office
Oregon
$6.22K -$325 -5 -5%
GWM
123
Geneos Wealth Management
Colorado
$4.3K – – –
KFAS
124
Keating Financial Advisory Services
Kansas
$463 +$455 +7 New
PPFA
125
Provida Pension Fund Administrator
Chile
– -$31.6M -497,472 Closed