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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
$121M -$60.7M -1,080,728 -32%
BOI
2
Bank of Italy
Italy
$41.3M
KOC
3
Koss-Olinger Consulting
Florida
$25M +$6.14M +109,350 +31%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$20.3M -$96.2K -1,712 -0.5%
LPL Financial
5
LPL Financial
California
$19.1M -$78.7K -1,401 -0.4%
FNWM
6
Financial Network Wealth Management
Utah
$13.1M +$1.59M +28,307 +13%
TF
7
Tompkins Financial
New York
$12.4M +$12.6M +224,394 +3,143%
Principal Financial Group
8
Principal Financial Group
Iowa
$12M +$955 +17 +0%
RCS
9
Retirement Capital Strategies
California
$11.1M -$235K -4,184 -2%
LWP
10
Laurel Wealth Planning
Minnesota
$10.6M -$847K -15,076 -7%
SWA
11
SOA Wealth Advisors
New York
$8.32M +$1.01M +17,969 +13%
PAG
12
Private Advisor Group
New Jersey
$8.04M -$5.11M -90,948 -38%
Bank of America
13
Bank of America
North Carolina
$6.87M +$3.93M +70,034 +120%
FFA
14
Farther Finance Advisors
California
$6.13M +$6.41M +114,158 New
BEC
15
Blue Edge Capital
Virginia
$5.31M -$74.6K -1,327 -1%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.08M +$148K +2,627 +3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.75M -$843 -15 -0%
SI
18
Seeds Investor
New York
$4.43M +$1.05M +18,662 +29%
GI
19
Gradient Investments
Minnesota
$3.54M -$186K -3,313 -5%
Goldman Sachs
20
Goldman Sachs
New York
$3.01M +$2.66M +47,425 +538%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.93M -$7.82M -139,200 -72%
OCM
22
One Capital Management
California
$2.56M -$71.7K -1,276 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.47M -$187K -3,326 -7%
Raymond James Financial
24
Raymond James Financial
Florida
$2.38M +$660K +11,744 +36%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.31M -$195K -3,462 -7%