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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RL
226
Rogco LP
Oklahoma
$867K +$90.7K +831 +11%
NP
227
NorthRock Partners
Minnesota
$834K -$113K -1,037 -11%
WA
228
Wealth Alliance
New York
$833K -$19.7K -181 -2%
AIM
229
Acropolis Investment Management
Missouri
$833K – – –
Vontobel Holding
230
Vontobel Holding
Switzerland
$820K -$104K -950 -11%
FPF
231
First Pacific Financial
Washington
$819K +$109 +1 +0%
SWP
232
Sagespring Wealth Partners
Tennessee
$803K +$61.9K +567 +8%
LAMNM
233
Longview Asset Management (New Mexico)
New Mexico
$797K -$98K -898 -10%
MG
234
Mather Group
Illinois
$793K +$4.36K +40 +0.5%
MW
235
Maia Wealth
Colorado
$785K -$65K -596 -7%
CCA
236
Cobblestone Capital Advisors
New York
$782K – – –
HA
237
Harfst & Associates
Wyoming
$767K -$16.4K -150 -2%
WCWM
238
Willow Creek Wealth Management
California
$753K – – –
VWA
239
VERITY Wealth Advisors
United States
$747K – – –
HI
240
Harbour Investments
Wisconsin
$746K +$1.09K +10 +0.1%
HBT
241
Hills Bank & Trust
Iowa
$745K – – –
OWCM
242
One Wealth Capital Management
Arizona
$741K +$37K +339 +5%
KFSC
243
Keystone Financial Services (Colorado)
Colorado
$729K -$13.2K -121 -2%
HFF
244
Halter Ferguson Financial
Indiana
$724K -$18.3K -168 -2%
BW
245
BIP Wealth
Georgia
$724K -$4.36K -40 -0.6%
ZF
246
Zhang Financial
Michigan
$722K – – –
PWP
247
Principle Wealth Partners
Connecticut
$722K – – –
ZCI
248
Zevenbergen Capital Investments
Washington
$691K – – –
SAI
249
Savvy Advisors Inc
New York
$667K -$25K -229 -3%
AI
250
Atria Investments
North Carolina
$664K +$19.7K +181 +3%