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Xtrackers S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
26
Insight Wealth Partners
Texas
$328K +$82.4K +2,439 +35%
SF
27
Synovus Financial
Georgia
$320K +$311K +9,200 New
CFIA
28
Cantor Fitzgerald Investment Advisors
New York
$268K – – –
CWM
29
Cornerstone Wealth Management
Missouri
$223K +$217K +6,425 New
AAS
30
Avantax Advisory Services
Texas
$222K -$24.9K -738 -10%
RJA
31
Raymond James & Associates
Florida
$206K -$10.1K -298 -5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$47K +$45.2K +1,338 New
CWA
33
Carolina Wealth Advisors
South Carolina
$37K – – –
HPC
34
HM Payson & Co
Maine
$26K +$25.3K +750 New
BlackRock
35
BlackRock
New York
$23K +$1.59K +47 +8%
IWP
36
IAG Wealth Partners
Wisconsin
$21K – – –
NFG
37
Next Financial Group
Texas
$19K +$2.84K +84 +18%
SCA
38
Stonebridge Capital Advisors
Minnesota
$14K +$13.1K +389 New
Wells Fargo
39
Wells Fargo
California
$10K -$34 -1 -0.3%
FHA
40
First Horizon Advisors
Tennessee
$10K +$34 +1 +0.3%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91K – – –
US Bancorp
42
US Bancorp
Minnesota
$4K +$4.16K +123 New
AA
43
Ancora Advisors
Ohio
$3K +$2.77K +82 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
FFN
46
Focus Financial Network
Minnesota
– -$236K -7,200 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$12K -363 Closed
EVM
48
Eaton Vance Management
Massachusetts
– +$439 +13 New