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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$1.06M -$548 -4 -0%
HA
227
Harfst & Associates
Wyoming
$1.05M – – –
ACM
228
Allred Capital Management
Texas
$1.05M – – –
Vontobel Holding
229
Vontobel Holding
Switzerland
$1.05M -$16.3K -119 -2%
AWA
230
Acumen Wealth Advisors
Tennessee
$1.03M – – –
GWP
231
Gateway Wealth Partners
Wisconsin
$1.03M -$991K -7,234 -50%
QCM
232
QRG Capital Management
Illinois
$1.03M +$39.9K +291 +4%
FHC
233
First Horizon Corporation
Tennessee
$1.01M -$33.7K -246 -3%
OCM
234
One Capital Management
California
$1.01M – – –
BW
235
BIP Wealth
Georgia
$1.01M +$589K +4,300 +156%
AC
236
AlphaCore Capital
California
$1.01M -$1.65K -12 -0.2%
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$1M +$352K +2,569 +57%
BCM
238
Brookstone Capital Management
Illinois
$993K +$29.5K +215 +3%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$984K -$68.5K -500 -7%
PWP
240
Principle Wealth Partners
Connecticut
$981K – – –
Baird Financial Group
241
Baird Financial Group
Wisconsin
$981K +$80.2K +585 +9%
HBT
242
Hills Bank & Trust
Iowa
$980K -$7.26K -53 -0.8%
ASG
243
Advisory Solutions Group
Minnesota
$972K +$936K +6,827 New
GT
244
Glenmede Trust
Pennsylvania
$965K +$919K +6,703 +8,937%
WAT
245
Wealth Advisory Team
Kentucky
$946K +$911K +6,645 New
MPPHD
246
Maloon Powers Pitre Higgins & Dennehy
California
$942K +$906K +6,613 New
OWCM
247
One Wealth Capital Management
Arizona
$935K +$59.6K +435 +7%
BHWM
248
Bar Harbor Wealth Management
New Hampshire
$935K -$17.7K -129 -2%
GAM
249
Gould Asset Management
California
$928K -$136K -990 -13%
DWM
250
Diversify Wealth Management
Utah
$928K -$71.1K -519 -7%