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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
226
Harfst & Associates
Wyoming
$1.05M
ACM
227
Allred Capital Management
Texas
$1.05M
Vontobel Holding
228
Vontobel Holding
Switzerland
$1.05M -$16.3K -119 -2%
AWA
229
Acumen Wealth Advisors
Tennessee
$1.03M
GWP
230
Gateway Wealth Partners
Wisconsin
$1.03M -$991K -7,234 -50%
QCM
231
QRG Capital Management
Illinois
$1.03M +$39.9K +291 +4%
FHC
232
First Horizon Corporation
Tennessee
$1.01M -$33.7K -246 -3%
OCM
233
One Capital Management
California
$1.01M
BW
234
BIP Wealth
Georgia
$1.01M +$589K +4,300 +156%
AC
235
AlphaCore Capital
California
$1.01M -$1.65K -12 -0.2%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$1M +$352K +2,569 +57%
BCM
237
Brookstone Capital Management
Illinois
$993K +$29.5K +215 +3%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$984K -$68.5K -500 -7%
PWP
239
Principle Wealth Partners
Connecticut
$981K
Baird Financial Group
240
Baird Financial Group
Wisconsin
$981K +$80.2K +585 +9%
HBT
241
Hills Bank & Trust
Iowa
$980K -$7.26K -53 -0.8%
ASG
242
Advisory Solutions Group
Minnesota
$972K +$936K +6,827 New
GT
243
Glenmede Trust
Pennsylvania
$965K +$919K +6,703 +8,937%
WAT
244
Wealth Advisory Team
Kentucky
$946K +$911K +6,645 New
MPPHD
245
Maloon Powers Pitre Higgins & Dennehy
California
$942K +$906K +6,613 New
OWCM
246
One Wealth Capital Management
Arizona
$935K +$59.6K +435 +7%
BHWM
247
Bar Harbor Wealth Management
New Hampshire
$935K -$17.7K -129 -2%
GAM
248
Gould Asset Management
California
$928K -$136K -990 -13%
DWM
249
Diversify Wealth Management
Utah
$928K -$71.1K -519 -7%
DAS
250
Diversify Advisory Services
Utah
$928K +$925K +6,747 New