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Xtrackers MSCI USA ESG Leaders Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.09M
CCFM
27
Clear Creek Financial Management
Washington
$784K
SPL
28
Smart Portfolios LLC
Washington
$659K +$31.5K +589 +5%
MML Investors Services
29
MML Investors Services
Massachusetts
$564K -$100K -1,868 -14%
FNC
30
First National Corp
Massachusetts
$484K
Raymond James Financial
31
Raymond James Financial
Florida
$465K -$27.9K -522 -5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$463K +$1.02K +19 +0.2%
PWM
33
Perigon Wealth Management
California
$457K +$76.2K +1,424 +19%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$436K
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$398K +$41.2K +770 +11%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$396K +$421K +7,866 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$390K +$6K +112 +1%
BCM
38
Barden Capital Management
Texas
$390K
Betterment LLC
39
Betterment LLC
New York
$384K +$137K +2,557 +51%
Corient Private Wealth
40
Corient Private Wealth
Florida
$372K -$56.9K -1,062 -13%
Osaic Holdings
41
Osaic Holdings
Arizona
$363K +$53.9K +1,006 +16%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$346K -$1.4M -26,170 -79%
JP Morgan Chase
43
JP Morgan Chase
New York
$314K -$204K -3,810 -38%
VW
44
Veridan Wealth
Oregon
$308K -$72.5K -1,355 -18%
AWA
45
Aaron Wealth Advisors
Illinois
$303K
AHIA
46
Andrew Hill Investment Advisors
Florida
$286K -$21K -392 -6%
AssetMark Inc
47
AssetMark Inc
California
$274K +$133K +2,484 +84%
ECA
48
Elevation Capital Advisory
Oregon
$263K +$279K +5,215 New
RWP
49
Ridgecrest Wealth Partners
California
$221K +$235K +4,389 New
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$216K +$642 +12 +0.3%