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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
$189M +$53.2M +932,795 +39%
BOI
2
Bank of Italy
Italy
$43.6M
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$21.5M +$9.81K +172 +0%
LPL Financial
4
LPL Financial
California
$20.2M +$4.37M +76,634 +27%
KOC
5
Koss-Olinger Consulting
Florida
$20.2M +$147K +2,580 +0.7%
PAG
6
Private Advisor Group
New Jersey
$13.6M +$332K +5,815 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$12.7M +$2.61M +45,801 +26%
FNWM
8
Financial Network Wealth Management
Utah
$12.2M +$1.34M +23,455 +12%
LWP
9
Laurel Wealth Planning
Minnesota
$12M -$148K -2,588 -1%
RCS
10
Retirement Capital Strategies
California
$12M -$27M -473,038 -69%
Two Sigma Investments
11
Two Sigma Investments
New York
$11M +$4.12M +72,300 +59%
SWA
12
SOA Wealth Advisors
New York
$7.76M +$2.16M +37,880 +38%
SSIM
13
Sheets Smith Investment Management
Texas
$6.43M +$6.49M +113,774 New
BEC
14
Blue Edge Capital
Virginia
$5.68M +$289K +5,063 +5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.21M -$203K -3,567 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$5.01M -$62.5K -1,096 -1%
GI
17
Gradient Investments
Minnesota
$3.93M +$3.88K +68 +0.1%
SI
18
Seeds Investor
New York
$3.63M +$331K +5,802 +10%
Bank of America
19
Bank of America
North Carolina
$3.3M +$1.32M +23,114 +66%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.8M +$948K +16,622 +50%
OCM
21
One Capital Management
California
$2.78M -$317K -5,551 -10%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.64M +$21.3K +373 +0.8%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$2.63M +$262K +4,593 +11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$1.21M +21,203 +116%
FSA
25
Financial Services Advisory
Maryland
$1.94M +$63.5K +1,114 +3%