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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$445K – – –
BC
227
Bartlett & Co
Ohio
$445K – – –
OPA
228
Old Port Advisors
Maine
$443K +$144K +1,792 +52%
AF
229
Advisornet Financial
Minnesota
$432K +$147K +1,831 +54%
MA
230
MUFG Americas
New York
$429K – – –
LWA
231
Lowe Wealth Advisors
Maryland
$428K +$32.2K +400 +8%
KLI
232
Kelman-Lazarov Inc
Tennessee
$425K +$412K +5,125 New
WDL
233
Well Done LLC
Michigan
$417K – – –
WB
234
WesBanco Bank
West Virginia
$412K -$10.6K -132 -3%
HPC
235
HM Payson & Co
Maine
$412K – – –
TNBTD
236
Trustmark National Bank Trust Department
Mississippi
$410K -$162K -2,014 -29%
AG
237
Appleton Group
Wisconsin
$409K -$22.9K -284 -5%
DADC
238
D.A. Davidson & Co
Montana
$407K +$3.14K +39 +0.8%
CAG
239
Crestwood Advisors Group
Massachusetts
$405K – – –
TWM
240
Titus Wealth Management
California
$404K -$5.87K -73 -1%
OPS
241
Orion Portfolio Solutions
Nebraska
$396K +$35K +435 +10%
BCM
242
Blume Capital Management
California
$395K – – –
PCM
243
Parsons Capital Management
Rhode Island
$390K +$1.45K +18 +0.4%
GSEP
244
Golden State Equity Partners
California
$389K +$378K +4,697 New
CW
245
CreativeOne Wealth
Kansas
$387K +$376K +4,672 New
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$376K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$373K -$289K -3,597 -44%
EDRIA
248
Edmonds Duncan Registered Investment Advisors
Kansas
$371K – – –
PA
249
Prism Advisors
California
$371K +$46K +572 +15%
CAM
250
Close Asset Management
United Kingdom
$361K – – –