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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RL
226
Rogco LP
Oklahoma
$840K -$149K -1,417 -16%
CCA
227
Cobblestone Capital Advisors
New York
$831K – – –
SB
228
Strategic Blueprint
Georgia
$828K -$49.4K -471 -6%
FHA
229
Flagship Harbor Advisors
Massachusetts
$809K +$64K +610 +9%
EWA
230
EverSource Wealth Advisors
Alabama
$806K -$84.8K -809 -10%
WCWM
231
Willow Creek Wealth Management
California
$800K +$5.14K +49 +0.7%
VWA
232
VERITY Wealth Advisors
United States
$794K – – –
CWP
233
Concord Wealth Partners
Virginia
$793K -$803K -7,659 -51%
HBT
234
Hills Bank & Trust
Iowa
$792K – – –
HI
235
Harbour Investments
Wisconsin
$788K -$25.4K -242 -3%
KFSC
236
Keystone Financial Services (Colorado)
Colorado
$787K -$111K -1,061 -13%
HFF
237
Halter Ferguson Financial
Indiana
$784K +$68.4K +652 +10%
BW
238
BIP Wealth
Georgia
$773K +$456K +4,350 +158%
ZF
239
Zhang Financial
Michigan
$767K +$740K +7,054 New
PWP
240
Principle Wealth Partners
Connecticut
$767K – – –
RW
241
Rede Wealth
Virginia
$766K -$67.3K -642 -8%
KCM
242
Kathmere Capital Management
Pennsylvania
$747K – – –
ACG
243
Allen Capital Group
Nebraska
$742K -$104K -994 -13%
ZCI
244
Zevenbergen Capital Investments
Washington
$734K – – –
PA
245
Prism Advisors
California
$707K -$1.05K -10 -0.2%
MWM
246
Meridian Wealth Management
Kentucky
$704K +$678K +6,468 New
WP
247
WealthShield Partners
North Carolina
$697K -$10.5K -100 -2%
PFM
248
Peak Financial Management
Massachusetts
$682K -$2.62K -25 -0.4%
AL
249
Aspiriant LLC
California
$679K -$402K -3,838 -38%
Citigroup
250
Citigroup
New York
$678K -$411K -3,918 -39%