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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$288K +$36K +544 +14%
HWM
102
Horizon Wealth Management
Illinois
$287K +$66 +1 +0%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$267K -$704K -10,658 -72%
TDC
104
Thompson Davis & Co
Virginia
$245K – – –
LJAC
105
L.J. Altfest & Co
New York
$244K -$7.01K -106 -3%
SWM
106
SHP Wealth Management
Massachusetts
$238K – – –
VVP
107
Venture Visionary Partners
Ohio
$228K -$661 -10 -0.3%
SOS
108
Silver Oak Securities
Tennessee
$223K +$2.51K +38 +1%
EI
109
Ethic Inc
New York
$221K – – –
EWA
110
EP Wealth Advisors
California
$220K +$231K +3,495 New
WAM
111
WNY Asset Management
New York
$209K +$219K +3,307 New
GS
112
GTS Securities
Florida
$205K +$215K +3,247 New
Ameriprise
113
Ameriprise
Minnesota
$202K +$463 +7 +0.2%
Morgan Stanley
114
Morgan Stanley
New York
$200K – – –
HI
115
Harbour Investments
Wisconsin
$149K +$156K +2,366 New
MIA
116
Milestone Investment Advisors
Wisconsin
$128K +$66.6K +1,008 +99%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$121K -$269K -4,076 -68%
VNA
118
Valley National Advisers
Pennsylvania
$118K – – –
TCM
119
Tradewinds Capital Management
Washington
$105K +$6.87K +104 +7%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$80K -$928K -14,043 -92%
RF
121
Rossby Financial
Florida
$74K +$16.9K +256 +28%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$66.3K +$69.5K +1,051 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$62K – – –
GWANC
124
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.7K +$57.3K +867 New
US Bancorp
125
US Bancorp
Minnesota
$42.4K – – –