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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$419K +$419K +13,263 New
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$233K +$234K +7,400 New
BWM
3
BerganKDV Wealth Management
Minnesota
$24K +$23.6K +747 New
UBS Group
4
UBS Group
Switzerland
$3K +$2.59K +82 New
OIA
5
Optimum Investment Advisors
Illinois
$3K +$3.16K +100 New