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State Street SPDR MSCI USA Gender Diversity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$233K -$12.6K -120 -5%
HR
52
Howe & Rusling
New York
$229K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$224K
MSS
54
Mitchell Sinkler & Starr
Pennsylvania
$216K
GBT
55
Grove Bank & Trust
Florida
$205K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$201K +$41.5K +395 +27%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$200K +$193K +1,841 New
SC
58
Stephens Consulting
Michigan
$143K +$137K +1,310 New
PTC
59
Private Trust Company
Ohio
$136K
AWM
60
Atticus Wealth Management
Florida
$95.2K -$15.4K -147 -14%
CPA
61
Clear Point Advisors
New York
$94.7K +$7.45K +71 +9%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$76.3K
AIP
63
Ameritas Investment Partners
Nebraska
$73.3K +$210 +2 +0.3%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$68K +$65.6K +625 New
Comerica Bank
65
Comerica Bank
Texas
$65.5K +$210 +2 +0.3%
PGAM
66
Princeton Global Asset Management
New Jersey
$56.2K +$210 +2 +0.4%
SNB
67
Security National Bank
Nebraska
$50.8K
SPIA
68
Steward Partners Investment Advisory
New York
$50K
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$48K -$12.3K -117 -21%
IAIM
70
International Assets Investment Management
Florida
$45.9K +$44.3K +422 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$43.5K
BFA
72
Brown Financial Advisors
Ohio
$38.1K +$36.7K +350 New
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$33.7K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$33K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$30.7K