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Xtrackers S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$618K -$41.2K -765 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$544K +$11K +204 +2%
VW
53
Veridan Wealth
Oregon
$511K +$512K +9,521 New
NL
54
NEPC LLC
Massachusetts
$492K +$498K +9,245 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$488K -$44.1K -820 -8%
FA
56
Fermata Advisors
California
$470K +$69.3K +1,287 +17%
HWM
57
Heirloom Wealth Management
Colorado
$446K -$5.65K -105 -1%
PFM
58
Potomac Fund Management
Florida
$442K +$447K +8,305 New
AAS
59
Avantax Advisory Services
Texas
$434K
PTC
60
Private Trust Company
Ohio
$371K -$11.7K -218 -3%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$336K +$340K +6,313 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$318K +$60.1K +1,117 +23%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$310K +$646 +12 +0.2%
HIF
64
Hill Island Financial
Michigan
$302K +$20.2K +376 +7%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$284K +$38.1K +708 +15%
FFA
66
Fragasso Financial Advisors
Pennsylvania
$278K -$10.2K -189 -3%
CFG
67
Citizens Financial Group
Rhode Island
$268K +$270K +5,025 New
RLWM
68
RF&L Wealth Management
Massachusetts
$250K
LWM
69
LJI Wealth Management
Indiana
$247K +$15.6K +290 +7%
CWM
70
Congress Wealth Management
Massachusetts
$247K +$34.8K +647 +16%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$242K
GWM
72
GSB Wealth Management
Connecticut
$240K -$22.7K -422 -9%
AF
73
Abound Financial
California
$239K +$242K +4,491 New
GS
74
GTS Securities
Florida
$231K -$1.62M -30,142 -87%
FGC
75
Financial Gravity Companies
Texas
$163K