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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$788K -$324K -3,389 -30%
ACG
227
Allen Capital Group
Nebraska
$788K
OWMIAS
228
One Wealth Management Investment & Advisory Services
Florida
$779K -$45K -471 -6%
RW
229
Rede Wealth
Virginia
$775K -$1.24K -13 -0.2%
CCA
230
Cobblestone Capital Advisors
New York
$770K +$47.8K +500 +7%
RWP
231
RWA Wealth Partners
Massachusetts
$756K -$74.1K -775 -9%
SWA
232
Stratos Wealth Advisors
Ohio
$748K -$57.3K -599 -7%
BlackRock
233
BlackRock
New York
$748K -$9.94M -103,918 -93%
BRWA
234
B. Riley Wealth Advisors
Florida
$747K +$251K +2,628 +40%
CT
235
Cambridge Trust
Massachusetts
$743K -$23K -240 -3%
RBC
236
Romano Brothers & Co
Illinois
$741K
GWA
237
GGM Wealth Advisors
Maryland
$740K +$370K +3,865 +108%
WCWM
238
Willow Creek Wealth Management
California
$739K
VWA
239
VERITY Wealth Advisors
United States
$736K
HBT
240
Hills Bank & Trust
Iowa
$734K
CPRC
241
Consolidated Portfolio Review Corp
New York
$733K -$956 -10 -0.1%
BW
242
BIP Wealth
Georgia
$716K +$264K +2,755 +63%
PWP
243
Principle Wealth Partners
Connecticut
$710K
WAM
244
WNY Asset Management
New York
$707K -$21.4K -224 -3%
KPWS
245
Kestra Private Wealth Services
Texas
$702K -$1.94M -20,280 -74%
MA
246
Mutual Advisors
Nebraska
$701K +$21.2K +222 +3%
WP
247
WealthShield Partners
North Carolina
$698K -$5.17K -54 -0.8%
KCM
248
Kathmere Capital Management
Pennsylvania
$692K +$657K +6,867 New
FTUS
249
Flow Traders U.S.
New York
$690K +$655K +6,847 New
PA
250
Prism Advisors
California
$669K -$11.8K -123 -2%