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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$27.9M
IWC
2
Integrated Wealth Concepts
Massachusetts
$26.4M +$1.05M +26,635 +4%
LPL Financial
3
LPL Financial
California
$13.7M +$1.16M +29,632 +8%
PI
4
PFS Investments
Georgia
$5.26M -$103K -2,620 -2%
FHA
5
Flagship Harbor Advisors
Massachusetts
$3.98M +$231K +5,891 +6%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$3.91M +$3.4M +86,571 +405%
RJA
7
Raymond James & Associates
Florida
$2.83M -$407K -10,360 -12%
BEC
8
Blue Edge Capital
Virginia
$2.52M +$29.5K +753 +1%
GG
9
Gofen & Glossberg
Illinois
$1.81M +$1.96M +50,000 New
SAS
10
Sage Advisory Services
Texas
$1.06M -$119K -3,025 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$993K +$288K +7,342 +37%
Financial Engines Advisors
12
Financial Engines Advisors
California
$926K +$127K +3,236 +14%
ACM
13
Armbruster Capital Management
New York
$867K -$31.4K -800 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$661K -$812K -20,690 -53%
BWM
15
BerganKDV Wealth Management
Minnesota
$651K +$2K +51 +0.3%
Citadel Advisors
16
Citadel Advisors
Florida
$621K -$208K -5,297 -24%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$522K -$6.99K -178 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$520K +$11.8K +301 +2%
NYLIM
19
New York Life Investment Management
New York
$500K -$124K -3,171 -19%
Principal Financial Group
20
Principal Financial Group
Iowa
$489K
KWM
21
Kingsview Wealth Management
Oregon
$439K +$475K +12,108 New
PAG
22
Private Advisor Group
New Jersey
$422K +$252K +6,422 +123%
WSWA
23
Warren Street Wealth Advisors
California
$407K +$24.4K +623 +6%
SWP
24
Stratos Wealth Partners
Ohio
$370K +$183K +4,656 +84%
Goldman Sachs
25
Goldman Sachs
New York
$349K -$776K -19,780 -67%