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State Street SPDR MSCI USA Gender Diversity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
76
American Financial & Tax Strategies
New York
$213K +$203K +1,380 New
EF
77
Evanson Financial
Virginia
$213K +$203K +1,379 New
SWM
78
Silverlake Wealth Management
Vermont
$213K +$202K +1,376 New
VT
79
Vise Technologies
New York
$212K +$202K +1,375 New
PI
80
PFG Investments
New York
$207K +$198K +1,343 New
RF
81
Rossby Financial
Florida
$192K +$58.5K +398 +47%
AF
82
Abound Financial
California
$180K -$90.8K -617 -35%
PTC
83
Private Trust Company
Ohio
$177K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$157K -$4.85K -33 -3%
MAFA
85
MJT & Associates Financial Advisory
Minnesota
$153K -$17.5K -119 -11%
VWM
86
Vermillion Wealth Management
Minnesota
$152K +$294 +2 +0.2%
EI
87
Ellevest Inc
New York
$145K +$21.3M +144,811 New
MCRM
88
Midway Capital Research & Management
Illinois
$134K
BCWM
89
Bartlett & Co Wealth Management
Ohio
$123K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$112K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$108K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$95.3K +$294 +2 +0.3%
ACA
93
Aptus Capital Advisors
Alabama
$86.6K +$147 +1 +0.2%
PGAM
94
Princeton Global Asset Management
New Jersey
$81.8K +$147 +1 +0.2%
GFA
95
Godfrey Financial Associates
New York
$75.7K
MIM
96
Marshall Investment Management
Colorado
$73.4K +$147 +1 +0.2%
CA
97
Clearstead Advisors
Ohio
$67.5K
AC
98
AlphaCore Capital
California
$61.8K
Russell Investments Group
99
Russell Investments Group
United Kingdom
$54.1K -$4.85K -33 -9%
Simplex Trading
100
Simplex Trading
Illinois
$49.4K +$47.1K +320 New