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State Street SPDR S&P 500 ESG ETF
EFIV
EFIV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.3M | +$724K | +20,158 | +134% |
|
|
MWM
2
Merriman Wealth Management
Seattle,
Washington
| $1.22M | +$1.19M | +33,056 | New |
|
|
RJA
3
Raymond James & Associates
St Petersburg,
Florida
| $878K | +$853K | +23,760 | New |
|
|
BWFA
4
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $788K | +$82.6K | +2,300 | +12% |
|
|
KFGK
5
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $557K | +$541K | +15,061 | New |
|
6
Citadel Advisors
Miami,
Florida
| $326K | -$222K | -6,190 | -41% |
|
7
LPL Financial
San Diego,
California
| $320K | +$88.1K | +2,454 | +40% |
|
|
BWM
8
BerganKDV Wealth Management
Bloomington,
Minnesota
| $252K | +$218K | +6,075 | +813% |
|
|
RWB
9
RMR Wealth Builders
Montclair,
New Jersey
| $3K | +$2.8K | +78 | New |
|
10
Jane Street
New York
| – | -$583K | -16,720 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$30K | -874 | Closed |
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | +$359 | +10 | New |
|