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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
VERITY Wealth Advisors
United States
$594K -$1.36K -16 -0.2%
Renaissance Technologies
227
Renaissance Technologies
New York
$594K +$212K +2,500 +52%
HBT
228
Hills Bank & Trust
Iowa
$593K -$7.38K -87 -1%
SB
229
Strategic Blueprint
Georgia
$589K -$44.2K -521 -7%
CCA
230
Cobblestone Capital Advisors
New York
$581K – – –
PWAG
231
Polaris Wealth Advisory Group
California
$579K +$9.84K +116 +2%
SWA
232
Stratos Wealth Advisors
Ohio
$578K -$33K -389 -5%
PWP
233
Principle Wealth Partners
Connecticut
$574K – – –
AA
234
Addison Advisors
Vermont
$565K – – –
BF
235
Brooklyn FI
New York
$551K – – –
AF
236
Advisornet Financial
Minnesota
$542K +$170 +2 +0%
GIA
237
Goodwin Investment Advisory
Georgia
$537K -$140K -1,651 -20%
Citadel Advisors
238
Citadel Advisors
Florida
$534K -$1.73M -20,352 -76%
KFSC
239
Keystone Financial Services (Colorado)
Colorado
$521K -$19.5K -230 -3%
WFA
240
West Financial Advisors
Iowa
$521K – – –
WWM
241
Western Wealth Management
Colorado
$520K -$46.3K -546 -8%
PFM
242
Peak Financial Management
Massachusetts
$515K -$678 -8 -0.1%
PSCM
243
Per Stirling Capital Management
Texas
$509K – – –
EH
244
Equitable Holdings
New York
$504K -$1.9M -22,381 -78%
KNW
245
Kesler Norman & Wride
Utah
$494K – – –
RF
246
Rollins Financial
Georgia
$491K +$48.8K +575 +11%
WF
247
WoodTrust Financial
Wisconsin
$477K +$42.3K +499 +9%
HPC
248
HM Payson & Co
Maine
$470K – – –
FHA
249
Flagship Harbor Advisors
Massachusetts
$469K -$2.63K -31 -0.5%
EI
250
Ellevest Inc
New York
$466K – – –