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Xtrackers S&P 500 ESG ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$845K -$39.4K -641 -5%
KAS
52
Kestra Advisory Services
Texas
$843K +$15.7K +256 +2%
HWM
53
Heirloom Wealth Management
Colorado
$829K +$305K +4,975 +60%
UBS AM
54
UBS AM
Illinois
$770K +$757K +12,323 New
GA
55
Goldstein Advisors
Wisconsin
$692K +$45.1K +735 +7%
TRCT
56
Tower Research Capital (TRC)
New York
$637K +$414K +6,749 +195%
PTC
57
Private Trust Company
Ohio
$627K
P
58
Palladiem
Pennsylvania
$582K +$573K +9,326 New
NL
59
NEPC LLC
Massachusetts
$577K
FFA
60
Fragasso Financial Advisors
Pennsylvania
$574K +$56.8K +926 +11%
CA
61
Clearstead Advisors
Ohio
$572K +$21.6K +352 +4%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$533K +$53.3K +868 +11%
VW
63
Veridan Wealth
Oregon
$477K -$11.4K -185 -2%
PFM
64
Potomac Fund Management
Florida
$465K -$6.94K -113 -1%
GWM
65
GSB Wealth Management
Connecticut
$456K +$26.8K +437 +6%
WAM
66
Weinberger Asset Management
California
$410K +$403K +6,565 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$380K
CG
68
Corundum Group
Colorado
$362K +$356K +5,799 New
FTWA
69
Fifth Third Wealth Advisors
Ohio
$338K +$71.8K +1,170 +28%
SPIA
70
Steward Partners Investment Advisory
New York
$333K +$5.65K +92 +2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$324K -$216K -3,512 -40%
TSS
72
Two Sigma Securities
New York
$313K +$308K +5,013 New
LWM
73
LJI Wealth Management
Indiana
$297K +$1.47K +24 +0.5%
RLWM
74
RF&L Wealth Management
Massachusetts
$293K
RA
75
RFG Advisory
Alabama
$286K +$281K +4,584 New