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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Appleton Group
Wisconsin
$399K +$87.3K +1,179 +29%
MA
227
MUFG Americas
New York
$396K +$102K +1,378 +36%
WB
228
WesBanco Bank
West Virginia
$390K +$378K +5,104 New
WDL
229
Well Done LLC
Michigan
$384K -$53.5K -723 -13%
HPC
230
HM Payson & Co
Maine
$380K – – –
TWM
231
Titus Wealth Management
California
$378K +$6.29K +85 +2%
DADC
232
D.A. Davidson & Co
Montana
$373K -$8K -108 -2%
CAG
233
Crestwood Advisors Group
Massachusetts
$373K -$5.04K -68 -1%
BCM
234
Blume Capital Management
California
$364K – – –
LWA
235
Lowe Wealth Advisors
Maryland
$364K – – –
FTUS
236
Flow Traders U.S.
New York
$364K +$353K +4,773 New
PCM
237
Parsons Capital Management
Rhode Island
$358K +$740 +10 +0.2%
WFA
238
West Financial Advisors
Iowa
$348K – – –
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$346K – – –
EDRIA
240
Edmonds Duncan Registered Investment Advisors
Kansas
$342K +$27.5K +372 +9%
CAM
241
Close Asset Management
United Kingdom
$333K – – –
EWA
242
EP Wealth Advisors
California
$331K -$4.89K -66 -2%
LWA
243
Lenox Wealth Advisors
New York
$331K – – –
OPS
244
Orion Portfolio Solutions
Nebraska
$331K +$56.6K +764 +21%
GDP
245
Great Diamond Partners
Maine
$329K +$86.9K +1,174 +37%
CFS
246
CRA Financial Services
New Jersey
$326K -$24.7K -333 -7%
GW
247
GW & Wade
Massachusetts
$325K +$36.1K +488 +13%
FFA
248
First Foundation Advisors
California
$315K -$38.7K -522 -11%
LRIA
249
Leonard Rickey Investment Advisors
Washington
$312K – – –
HA
250
Harborview Advisors
Maine
$305K -$70.8K -956 -19%