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Xtrackers MSCI USA ESG Leaders Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$1.13M +$1.18M +18,787 New
PAS
27
Park Avenue Securities
New York
$979K +$19.4K +308 +2%
Betterment LLC
28
Betterment LLC
New York
$963K +$126K +2,002 +14%
MML Investors Services
29
MML Investors Services
Massachusetts
$934K -$87.3K -1,385 -8%
CCFM
30
Clear Creek Financial Management
Washington
$819K -$108K -1,719 -11%
JP Morgan Chase
31
JP Morgan Chase
New York
$818K -$341K -5,414 -28%
SPL
32
Smart Portfolios LLC
Washington
$776K +$25K +397 +3%
Citadel Advisors
33
Citadel Advisors
Florida
$732K +$774K +12,270 New
Mariner
34
Mariner
Kansas
$711K +$751K +11,913 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$672K +$24.1K +382 +4%
AIM
36
Archer Investment Management
Texas
$653K -$1.08M -17,082 -61%
AF
37
Allworth Financial
California
$611K -$40.7K -646 -6%
PWM
38
Perigon Wealth Management
California
$536K -$197K -3,118 -26%
AIM
39
Advyzon Investment Management
Illinois
$521K -$3.66K -58 -0.7%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$517K
Osaic Holdings
41
Osaic Holdings
Arizona
$480K +$6.12K +97 +1%
BCM
42
Barden Capital Management
Texas
$477K +$26.2K +416 +5%
Raymond James Financial
43
Raymond James Financial
Florida
$459K -$44.5K -705 -8%
Corient Private Wealth
44
Corient Private Wealth
Florida
$434K -$51.3K -814 -10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$396K -$34.9K -553 -8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$370K -$2.58K -41 -0.7%
AWA
47
Aaron Wealth Advisors
Illinois
$356K +$63.1K +1,000 +20%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$354K
VW
49
Veridan Wealth
Oregon
$339K -$9.33K -148 -3%
RWP
50
Ridgecrest Wealth Partners
California
$307K