We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$26.2M
IWC
2
Integrated Wealth Concepts
Massachusetts
$26.2M +$1.6M +42,009 +6%
LPL Financial
3
LPL Financial
California
$11.1M -$2.01M -52,821 -14%
PI
4
PFS Investments
Georgia
$5.83M +$999K +26,285 +18%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$4.95M +$638K +16,789 +16%
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.76M +$26.3K +693 +0.6%
GI
7
Gradient Investments
Minnesota
$3.65M +$4.08M +107,340 New
BEC
8
Blue Edge Capital
Virginia
$2.27M -$106K -2,785 -4%
MFG
9
Merit Financial Group
Georgia
$1.95M +$2.18M +57,271 New
GG
10
Gofen & Glossberg
Illinois
$1.73M +$35K +921 +2%
RJA
11
Raymond James & Associates
Florida
$1.15M -$1.68M -44,087 -57%
SAS
12
Sage Advisory Services
Texas
$1.15M +$164K +4,319 +15%
Financial Engines Advisors
13
Financial Engines Advisors
California
$1.09M +$242K +6,367 +25%
ACM
14
Armbruster Capital Management
New York
$850K +$39.9K +1,050 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$831K -$115K -3,019 -11%
KWM
16
Kingsview Wealth Management
Oregon
$813K +$448K +11,786 +97%
Jane Street
17
Jane Street
New York
$786K +$877K +23,078 New
PAG
18
Private Advisor Group
New Jersey
$739K +$382K +10,056 +86%
NYLIM
19
New York Life Investment Management
New York
$656K +$209K +5,493 +40%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$635K +$163K +4,294 +30%
BWM
21
BerganKDV Wealth Management
Minnesota
$612K +$1.1K +29 +0.2%
TRCT
22
Tower Research Capital (TRC)
New York
$581K +$342K +9,009 +112%
HighTower Advisors
23
HighTower Advisors
Illinois
$552K +$310K +8,155 +102%
FTUS
24
Flow Traders U.S.
New York
$551K +$616K +16,200 New
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$491K +$684 +18 +0.1%