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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
$52.4M -$73.9M -1,364,440 -60%
BOI
2
Bank of Italy
Italy
$45.1M
KOC
3
Koss-Olinger Consulting
Florida
$24.2M -$2.86M -52,738 -11%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$66.6K +1,230 +0.3%
LPL Financial
5
LPL Financial
California
$18.6M -$2.12M -39,213 -11%
TF
6
Tompkins Financial
New York
$15.4M +$1.75M +32,236 +14%
Principal Financial Group
7
Principal Financial Group
Iowa
$12.5M -$656K -12,111 -5%
SWA
8
SOA Wealth Advisors
New York
$11.3M +$2.04M +37,692 +24%
LWP
9
Laurel Wealth Planning
Minnesota
$10.4M -$1.1M -20,248 -10%
RCS
10
Retirement Capital Strategies
California
$10.3M -$1.76M -32,402 -16%
PAG
11
Private Advisor Group
New Jersey
$8.89M +$89K +1,642 +1%
Two Sigma Investments
12
Two Sigma Investments
New York
$7.62M +$4.09M +75,500 +138%
BEC
13
Blue Edge Capital
Virginia
$5.68M -$120K -2,209 -2%
SI
14
Seeds Investor
New York
$5.48M +$579K +10,677 +13%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.29M +$93.7K +1,730 +2%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.08M -$440K -8,124 -9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$1.93M +35,657 +176%
GI
18
Gradient Investments
Minnesota
$3.22M -$610K -11,253 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.77M +$55.4K +1,022 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.71M +$2.49M +46,021 +20,824%
Raymond James Financial
21
Raymond James Financial
Florida
$2.61M +$2.44K +45 +0.1%
Bank of America
22
Bank of America
North Carolina
$2.56M -$4.59M -84,724 -66%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.15M -$357K -6,587 -15%
EH
24
Equitable Holdings
New York
$2.14M +$25.8K +477 +1%
OCM
25
One Capital Management
California
$1.95M -$792K -14,625 -31%