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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Tradewinds Capital Management
Washington
$129K +$6.61K +94 +6%
TRCT
127
Tower Research Capital (TRC)
New York
$86.6K +$83.5K +1,188 New
RF
128
Rossby Financial
Florida
$82.6K -$2.18K -31 -3%
APFP
129
Action Point Financial Planning
Michigan
$79.9K +$77K +1,096 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$77.5K +$5.62K +80 +8%
US Bancorp
131
US Bancorp
Minnesota
$49K – – –
SL
132
Salomon & Ludwin
Virginia
$27.8K – – –
SS
133
SBI Securities
Japan
$25.9K +$1.13K +16 +5%
IPS
134
Investors Portfolio Services
Washington
$24.7K – – –
AC
135
AlphaCore Capital
California
$21.9K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$13.1K +$12.6K +179 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$13K -$76.4K -1,087 -86%
HFS
138
Horizon Financial Services
North Carolina
$8.24K – – –
GWM
139
Geneos Wealth Management
Colorado
$6.93K +$2.11K +30 +46%
CFO
140
Capitol Family Office
Oregon
$6.86K – – –
IA
141
IFG Advisory
Georgia
$6.46K +$6.26K +89 New
KFAS
142
Keating Financial Advisory Services
Kansas
$511 – – –
Vanguard Advisers Inc
143
Vanguard Advisers Inc
Pennsylvania
$73 – – –
HF
144
HRT Financial
New York
– -$1M -15,947 Closed
OA
145
Operose Advisors
Wisconsin
– -$530K -8,409 Closed
GS
146
GTS Securities
Florida
– -$205K -3,247 Closed
Jones Financial Companies
147
Jones Financial Companies
Missouri
– -$66.3K -1,051 Closed
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$54.7K -867 Closed