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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$582K -$7.71K -102 -1%
HBT
227
Hills Bank & Trust
Iowa
$574K – – –
VWA
228
VERITY Wealth Advisors
United States
$570K – – –
AIM
229
Acropolis Investment Management
Missouri
$569K -$21.2K -280 -4%
ZCI
230
Zevenbergen Capital Investments
Washington
$566K +$169K +2,235 +44%
B
231
Bensler
Washington
$565K +$3.63K +48 +0.7%
WP
232
WealthShield Partners
North Carolina
$565K -$4.23K -56 -0.8%
CCA
233
Cobblestone Capital Advisors
New York
$557K – – –
MYIA
234
Mount Yale Investment Advisors
Colorado
$555K +$49.9K +661 +10%
OBWG
235
Onyx Bridge Wealth Group
New York
$554K +$42.4K +561 +9%
PWP
236
Principle Wealth Partners
Connecticut
$551K -$3.4K -45 -0.6%
ECM
237
Evergreen Capital Management
Washington
$551K -$28.3K -375 -5%
AWG
238
Altus Wealth Group
Colorado
$551K -$15.9K -210 -3%
HI
239
Harbour Investments
Wisconsin
$546K +$40.3K +533 +8%
AA
240
Addison Advisors
Vermont
$541K – – –
AF
241
Advisornet Financial
Minnesota
$536K -$217K -2,878 -30%
PWAG
242
Polaris Wealth Advisory Group
California
$529K -$19K -252 -4%
WF
243
WoodTrust Financial
Wisconsin
$526K – – –
CAM
244
Cresset Asset Management
Illinois
$518K +$502K +6,645 New
PSCM
245
Per Stirling Capital Management
Texas
$517K +$31.4K +416 +7%
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$517K -$16.9K -224 -3%
WWM
247
Western Wealth Management
Colorado
$516K -$12.4K -164 -2%
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
$515K +$499K +6,600 New
PBO
249
Peoples Bank (Ohio)
Ohio
$515K -$22.9K -303 -4%
AWM
250
Apollon Wealth Management
South Carolina
$514K +$214K +2,833 +75%