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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
NorthRock Partners
Minnesota
$834K -$113K -1,037 -11%
WA
227
Wealth Alliance
New York
$833K -$19.7K -181 -2%
AIM
228
Acropolis Investment Management
Missouri
$833K
Vontobel Holding
229
Vontobel Holding
Switzerland
$820K -$104K -950 -11%
FPF
230
First Pacific Financial
Washington
$819K +$109 +1 +0%
SWP
231
Sagespring Wealth Partners
Tennessee
$803K +$61.9K +567 +8%
LAMNM
232
Longview Asset Management (New Mexico)
New Mexico
$797K -$98K -898 -10%
MG
233
Mather Group
Illinois
$793K +$4.36K +40 +0.5%
MW
234
Maia Wealth
Colorado
$785K -$65K -596 -7%
CCA
235
Cobblestone Capital Advisors
New York
$782K
HA
236
Harfst & Associates
Wyoming
$767K -$16.4K -150 -2%
WCWM
237
Willow Creek Wealth Management
California
$753K
VWA
238
VERITY Wealth Advisors
United States
$747K
HI
239
Harbour Investments
Wisconsin
$746K +$1.09K +10 +0.1%
HBT
240
Hills Bank & Trust
Iowa
$745K
OWCM
241
One Wealth Capital Management
Arizona
$741K +$37K +339 +5%
KFSC
242
Keystone Financial Services (Colorado)
Colorado
$729K -$13.2K -121 -2%
HFF
243
Halter Ferguson Financial
Indiana
$724K -$18.3K -168 -2%
BW
244
BIP Wealth
Georgia
$724K -$4.36K -40 -0.6%
ZF
245
Zhang Financial
Michigan
$722K
PWP
246
Principle Wealth Partners
Connecticut
$722K
ZCI
247
Zevenbergen Capital Investments
Washington
$691K
SAI
248
Savvy Advisors Inc
New York
$667K -$25K -229 -3%
AI
249
Atria Investments
North Carolina
$664K +$19.7K +181 +3%
LIA
250
LifePlan Investment Advisors
North Carolina
$657K +$113K +1,037 +19%