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State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC

Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$41.8M -$706K -16,500 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$8.06M -$260K -6,082 -3%
IWA
3
Invera Wealth Advisors
Oregon
$4.85M -$271K -6,328 -5%
Morgan Stanley
4
Morgan Stanley
New York
$3.02M +$102K +2,386 +4%
Bank of America
5
Bank of America
North Carolina
$3M +$513K +11,990 +21%
LPL Financial
6
LPL Financial
California
$2.36M +$351K +8,204 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.06M -$337K -7,885 -14%
Truist Financial
8
Truist Financial
North Carolina
$1.46M -$51.7K -1,208 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$1.39M +$116K +2,716 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.02M -$1.2M -28,030 -54%
LCP
11
Larch Capital Partners
Florida
$1.01M +$1M +23,470 New
UBS Group
12
UBS Group
Switzerland
$833K -$21.2K -495 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$804K +$6.67K +156 +0.8%
FWM
14
Fingerlakes Wealth Management
New York
$515K -$7.62K -178 -1%
CA
15
CWC Advisors
Oregon
$429K +$299 +7 +0.1%
WAP
16
Wealth Analytics Partners
California
$416K +$415K +9,704 New
Jones Financial Companies
17
Jones Financial Companies
Missouri
$353K +$26.7K +624 +8%
Mariner
18
Mariner
Kansas
$347K +$346K +8,086 New
UCFA
19
United Capital Financial Advisors
Texas
$341K – – –
Betterment LLC
20
Betterment LLC
New York
$328K +$327K +7,649 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$326K +$325K +7,600 New
TFM
22
TFC Financial Management
Massachusetts
$315K +$314K +7,335 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$277K – – –
MGWA
24
Monument Group Wealth Advisors
Massachusetts
$250K – – –
IWC
25
Integrated Wealth Concepts
Massachusetts
$237K -$139K -3,249 -37%
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