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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
226
Hills Bank & Trust
Iowa
$574K
VWA
227
VERITY Wealth Advisors
United States
$570K
AIM
228
Acropolis Investment Management
Missouri
$569K -$21.2K -280 -4%
ZCI
229
Zevenbergen Capital Investments
Washington
$566K +$169K +2,235 +44%
B
230
Bensler
Washington
$565K +$3.63K +48 +0.7%
WP
231
WealthShield Partners
North Carolina
$565K -$4.23K -56 -0.8%
CCA
232
Cobblestone Capital Advisors
New York
$557K
MYIA
233
Mount Yale Investment Advisors
Colorado
$555K +$49.9K +661 +10%
OBWG
234
Onyx Bridge Wealth Group
New York
$554K +$42.4K +561 +9%
PWP
235
Principle Wealth Partners
Connecticut
$551K -$3.4K -45 -0.6%
ECM
236
Evergreen Capital Management
Washington
$551K -$28.3K -375 -5%
AWG
237
Altus Wealth Group
Colorado
$551K -$15.9K -210 -3%
HI
238
Harbour Investments
Wisconsin
$546K +$40.3K +533 +8%
AA
239
Addison Advisors
Vermont
$541K
AF
240
Advisornet Financial
Minnesota
$536K -$217K -2,878 -30%
PWAG
241
Polaris Wealth Advisory Group
California
$529K -$19K -252 -4%
WF
242
WoodTrust Financial
Wisconsin
$526K
CAM
243
Cresset Asset Management
Illinois
$518K +$502K +6,645 New
PSCM
244
Per Stirling Capital Management
Texas
$517K +$31.4K +416 +7%
KFSC
245
Keystone Financial Services (Colorado)
Colorado
$517K -$16.9K -224 -3%
WWM
246
Western Wealth Management
Colorado
$516K -$12.4K -164 -2%
1832 Asset Management
247
1832 Asset Management
Ontario, Canada
$515K +$499K +6,600 New
PBO
248
Peoples Bank (Ohio)
Ohio
$515K -$22.9K -303 -4%
AWM
249
Apollon Wealth Management
South Carolina
$514K +$214K +2,833 +75%
WFA
250
West Financial Advisors
Iowa
$502K -$9.29K -123 -2%