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Xtrackers MSCI USA ESG Leaders Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bluestem Financial Advisors
Illinois
$263K -$79.1K -1,343 -24%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$263K
SC
53
Savant Capital
Illinois
$253K +$648 +11 +0.3%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$243K
AF
55
Allworth Financial
California
$229K
FGAM
56
Financial Gravity Asset Management
Texas
$205K +$197K +3,341 New
AP
57
Americana Partners
Texas
$202K +$194K +3,289 New
SS
58
Sunbelt Securities
Texas
$199K +$192K +3,250 New
IA
59
IFP Advisors
Florida
$146K -$19.2K -325 -12%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$109K +$8.78K +149 +9%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$99K
FFA
62
Farther Finance Advisors
California
$62.4K +$15K +254 +33%
UBS Group
63
UBS Group
Switzerland
$57.9K +$54K +916 +3,271%
PWA
64
Provenance Wealth Advisors
Florida
$57.7K
PS
65
Principal Securities
Iowa
$55.1K +$25.2K +427 +91%
AT
66
Arlington Trust
Alabama
$49.1K
NS
67
NBC Securities
Alabama
$45.5K
AF
68
Advisornet Financial
Minnesota
$45.2K +$59 +1 +0.1%
GWM
69
Geneos Wealth Management
Colorado
$35.8K +$1.47K +25 +4%
AWM
70
Ameliora Wealth Management
Switzerland
$35.3K
HI
71
Harbour Investments
Wisconsin
$31.6K +$30.3K +514 New
1NWS
72
1 North Wealth Services
Maryland
$15.9K
EPW
73
Evergreen Private Wealth
Colorado
$13.5K
ASN
74
Advisory Services Network
Georgia
$12.2K +$11.7K +199 New
CFO
75
Capitol Family Office
Oregon
$6.38K