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State Street SPDR S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPFA
1
Provida Pension Fund Administrator
Chile
$134M +$130M +2,407,945 New
BOI
2
Bank of Italy
Italy
$43M
RCS
3
Retirement Capital Strategies
California
$38.2M -$684K -12,696 -2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$21.2M -$6.63K -123 -0%
KOC
5
Koss-Olinger Consulting
Florida
$19.8M +$155K +2,880 +0.8%
LPL Financial
6
LPL Financial
California
$15.7M +$3.68M +68,336 +32%
PAG
7
Private Advisor Group
New Jersey
$13.1M +$9.88M +183,283 +352%
LWP
8
Laurel Wealth Planning
Minnesota
$12M -$378K -7,006 -3%
FNWM
9
Financial Network Wealth Management
Utah
$10.8M +$857K +15,891 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$10M +$1.38M +25,524 +17%
Two Sigma Investments
11
Two Sigma Investments
New York
$6.78M +$6.55M +121,600 New
SWA
12
SOA Wealth Advisors
New York
$5.55M +$491K +9,101 +10%
Financial Engines Advisors
13
Financial Engines Advisors
California
$5.35M -$260K -4,823 -5%
BEC
14
Blue Edge Capital
Virginia
$5.32M -$58.4K -1,084 -1%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.01M +$226K +4,201 +5%
GI
16
Gradient Investments
Minnesota
$3.87M -$58.2K -1,080 -2%
SI
17
Seeds Investor
New York
$3.26M +$59.2K +1,099 +2%
OCM
18
One Capital Management
California
$3.05M -$39K -724 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.58M +$331K +6,148 +15%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$2.34M -$346K -6,416 -13%
Bank of America
21
Bank of America
North Carolina
$1.96M -$1.67K -31 -0.1%
FSA
22
Financial Services Advisory
Maryland
$1.86M -$969K -17,977 -35%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.84M -$68.9K -1,279 -4%
ACM
24
Armbruster Capital Management
New York
$1.77M -$415K -7,700 -20%
EH
25
Equitable Holdings
New York
$1.56M +$69K +1,281 +5%