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Xtrackers S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$329M +$4.96M +74,706 +2%
Morgan Stanley
2
Morgan Stanley
New York
$269M +$485K +7,312 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$200M -$163M -2,460,388 -46%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$69.1M +$26.3M +396,470 +65%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$67.5M +$4.31M +64,930 +7%
WWA
6
WCG Wealth Advisors
Nevada
$54.5M -$11M -166,062 -17%
LPL Financial
7
LPL Financial
California
$36.3M +$1.12M +16,825 +3%
UBS Group
8
UBS Group
Switzerland
$34.7M -$510K -7,690 -2%
Ameriprise
9
Ameriprise
Minnesota
$33.6M +$3.01M +45,321 +10%
Raymond James Financial
10
Raymond James Financial
Florida
$20.7M +$810K +12,201 +4%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$17M +$268K +4,036 +2%
Principal Financial Group
12
Principal Financial Group
Iowa
$15.8M +$2.52M +37,931 +20%
Goldman Sachs
13
Goldman Sachs
New York
$13.4M +$4.79M +72,165 +59%
Bank of America
14
Bank of America
North Carolina
$12.7M -$4.58K -69 -0%
AWA
15
Alaska Wealth Advisors
Alaska
$10.6M -$413K -6,218 -4%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$9.2M +$5.96M +89,773 +202%
Wells Fargo
17
Wells Fargo
California
$8.95M -$150K -2,259 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.89M +$223K +3,360 +3%
CL
19
Choreo LLC
Illinois
$7.33M -$115K -1,739 -2%
MCM
20
MAI Capital Management
Ohio
$6.5M -$125K -1,881 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.17M -$166K -2,496 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.15M +$13.3K +201 +0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.05M +$3.9M +58,759 New
BCM
24
Basso Capital Management
Connecticut
$3.73M +$3.59M +54,115 New
IWP
25
Insight Wealth Partners
Texas
$3.72M +$187K +2,818 +6%