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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$948K -$363 -3 -0%
Vontobel Holding
227
Vontobel Holding
Switzerland
$942K -$66.9K -553 -7%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$937K +$97K +802 +12%
FHC
229
First Horizon Corporation
Tennessee
$934K +$897K +7,419 New
RWP
230
RWA Wealth Partners
Massachusetts
$933K -$77.3K -639 -8%
HA
231
Harfst & Associates
Wyoming
$931K – – –
AIM
232
Acropolis Investment Management
Missouri
$931K – – –
WCWM
233
Willow Creek Wealth Management
California
$927K – – –
VWA
234
VERITY Wealth Advisors
United States
$919K – – –
OWCM
235
One Wealth Capital Management
Arizona
$907K -$18.7K -155 -2%
BW
236
BIP Wealth
Georgia
$890K – – –
DWM
237
Destination Wealth Management
California
$879K -$322K -2,659 -28%
HBT
238
Hills Bank & Trust
Iowa
$874K -$29K -240 -3%
PWP
239
Principle Wealth Partners
Connecticut
$867K – – –
SAI
240
Savvy Advisors Inc
New York
$855K -$7.74K -64 -0.9%
FPF
241
First Pacific Financial
Washington
$849K -$126K -1,041 -13%
GAM
242
Gould Asset Management
California
$845K +$184K +1,525 +29%
KFSC
243
Keystone Financial Services (Colorado)
Colorado
$834K +$11.7K +97 +1%
HFF
244
Halter Ferguson Financial
Indiana
$826K -$72.2K -597 -8%
BCM
245
Brookstone Capital Management
Illinois
$821K +$54.7K +452 +7%
SPC
246
Sigma Planning Corp
Michigan
$816K -$346K -2,861 -31%
PFM
247
Peak Financial Management
Massachusetts
$795K +$22.4K +185 +3%
MT
248
Midwest Trust
Kansas
$782K -$28.3K -234 -4%
KCM
249
Kathmere Capital Management
Pennsylvania
$782K -$12K -99 -2%
MWM
250
Meridian Wealth Management
Kentucky
$780K +$19.1K +158 +3%