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State Street SPDR MSCI USA Gender Diversity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$710K +$30.2K +241 +5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$647K +$73.3K +585 +13%
LWP
28
Laurel Wealth Planning
Minnesota
$600K -$82.7K -660 -12%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$592K +$207K +1,650 +55%
IWC
30
Integrated Wealth Concepts
Massachusetts
$541K +$69K +551 +15%
Citigroup
31
Citigroup
New York
$525K +$33.4K +267 +7%
MCM
32
Mendel Capital Management
Arkansas
$515K +$125 +1 +0%
FWM
33
Fingerlakes Wealth Management
New York
$495K +$1.38K +11 +0.3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$492K -$1.88K -15 -0.4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$487K +$20.8K +166 +5%
Ameriprise
36
Ameriprise
Minnesota
$466K -$184K -1,473 -29%
MCIA
37
Mountain Capital Investment Advisors
Colorado
$463K +$10.3K +82 +2%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$451K
C
39
Certuity
Florida
$439K +$1.38K +11 +0.3%
CA
40
CWC Advisors
Oregon
$415K +$125 +1 +0%
SI
41
Seeds Investor
New York
$403K +$396K +3,162 New
Mariner
42
Mariner
Kansas
$383K +$376 +3 +0.1%
SQA
43
Simon Quick Advisors
New Jersey
$382K
AWM
44
Aprio Wealth Management
Georgia
$357K +$877 +7 +0.3%
MSS
45
Mitchell Sinkler & Starr
Pennsylvania
$335K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$331K +$5.76K +46 +2%
JIC
47
Johnson Investment Counsel
Ohio
$319K
HighTower Advisors
48
HighTower Advisors
Illinois
$313K +$31.6K +252 +11%
PAI
49
Pittenger & Anderson Inc
Nebraska
$310K -$5.01K -40 -2%
PI
50
PFG Investments
New York
$303K +$626 +5 +0.2%