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Xtrackers MSCI USA ESG Leaders Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SVB Wealth
Massachusetts
$203K -$166K -4,000 -47%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$202K +$189K +4,570 New
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$201K +$188K +4,541 New
MRC
54
Millburn Ridgefield Corp
New York
$117K -$130K -3,130 -54%
GWM
55
Geneos Wealth Management
Colorado
$98.3K -$3.85K -93 -4%
JP Morgan Chase
56
JP Morgan Chase
New York
$77.5K +$12.2K +295 +20%
AF
57
Allworth Financial
California
$71.1K -$87K -2,102 -57%
PA
58
PSI Advisors
Florida
$53.1K
PWA
59
Provenance Wealth Advisors
Florida
$41.6K
NS
60
NBC Securities
Alabama
$32K
AF
61
Advisornet Financial
Minnesota
$32K +$166 +4 +0.6%
PS
62
Principal Securities
Iowa
$28.8K +$27K +652 New
AWM
63
Ameliora Wealth Management
Switzerland
$25.5K
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$25.1K
HI
65
Horizon Investments
North Carolina
$13.8K
EPW
66
Evergreen Private Wealth
Colorado
$9.91K +$9.27K +224 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$9.29K +$6.79K +164 +357%
ASN
68
Advisory Services Network
Georgia
$8.8K +$8.24K +199 New
IA
69
IFP Advisors
Florida
$8K +$41 +1 +0.6%
UBS Group
70
UBS Group
Switzerland
$4.69K +$4.39K +106 New
Comerica Bank
71
Comerica Bank
Texas
$1.28K
MA
72
Mutual Advisors
Nebraska
-$385K -9,716 Closed
BFA
73
Beaumont Financial Advisors
Massachusetts
-$235K -5,930 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
-$10K -260 Closed
RCM
75
Raleigh Capital Management
North Carolina
-$2.18K -55 Closed