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State Street SPDR MSCI USA Gender Diversity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$294K -$659K -5,661 -71%
VA
52
Valmark Advisers
Ohio
$294K +$11.3K +97 +4%
HighTower Advisors
53
HighTower Advisors
Illinois
$275K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$272K +$254K +2,180 New
KL
55
KilterHowling LLC
Colorado
$265K +$815 +7 +0.3%
TIA
56
Traphagen Investment Advisors
New Jersey
$263K -$22.5K -193 -8%
Creative Planning
57
Creative Planning
Kansas
$245K +$582 +5 +0.3%
AF
58
Abound Financial
California
$244K -$35.8K -308 -14%
William Blair & Company
59
William Blair & Company
Illinois
$236K -$3.91M -33,595 -95%
GBT
60
Grove Bank & Trust
Florida
$235K
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$230K
WTFG
62
Wood Tarver Financial Group
Idaho
$210K
CG
63
Clifford Group
Massachusetts
$209K +$195K +1,675 New
SA
64
Sincerus Advisory
New York
$201K +$185K +1,587 New
HR
65
Howe & Rusling
New York
$195K
SC
66
Stephens Consulting
Michigan
$192K -$58.2K -500 -24%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$161K -$14.8K -127 -9%
PTC
68
Private Trust Company
Ohio
$143K
MAFA
69
MJT & Associates Financial Advisory
Minnesota
$133K -$23.4K -201 -16%
VWM
70
Vermillion Wealth Management
Minnesota
$122K +$233 +2 +0.2%
AWM
71
Atticus Wealth Management
Florida
$111K +$349 +3 +0.3%
CF
72
Centaurus Financial
California
$108K +$101K +864 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$87.4K
AIP
74
Ameritas Investment Partners
Nebraska
$85.1K +$233 +2 +0.3%
MCM
75
MAI Capital Management
Ohio
$82K +$22.9K +197 +43%