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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
226
Tred Avon Family Wealth
Maryland
$1.02M
AIM
227
Acropolis Investment Management
Missouri
$1.02M -$10.9K -85 -1%
RL
228
Rogco LP
Oklahoma
$1.02M +$22.7K +178 +2%
HIF
229
Hill Island Financial
Michigan
$1.01M +$2.94K +23 +0.3%
DWT
230
Dorsey & Whitney Trust
South Dakota
$997K
AI
231
Atria Investments
North Carolina
$994K +$22.9K +179 +2%
MG
232
Mather Group
Illinois
$985K -$6.64K -52 -0.7%
GS
233
GTS Securities
Florida
$983K +$975K +7,630 New
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$976K +$17.1K +134 +2%
Vontobel Holding
235
Vontobel Holding
Switzerland
$963K
Citigroup
236
Citigroup
New York
$962K -$385K -3,018 -29%
HA
237
Harfst & Associates
Wyoming
$953K
WA
238
Wealth Alliance
New York
$949K -$39.6K -310 -4%
FHC
239
First Horizon Corporation
Tennessee
$948K -$7.28K -57 -0.8%
AWA
240
Acumen Wealth Advisors
Tennessee
$932K +$924K +7,232 New
GAM
241
Gould Asset Management
California
$926K +$61.4K +481 +7%
AC
242
AlphaCore Capital
California
$911K +$204K +1,598 +29%
BW
243
BIP Wealth
Georgia
$910K
HBT
244
Hills Bank & Trust
Iowa
$894K
PWP
245
Principle Wealth Partners
Connecticut
$887K
HF
246
HRT Financial
New York
$877K -$345K -2,698 -28%
RSWM
247
Robertson Stephens Wealth Management
California
$877K +$869K +6,806 New
RW
248
Rede Wealth
Virginia
$861K +$854K +6,682 New
LIA
249
LifePlan Investment Advisors
North Carolina
$840K +$56.2K +440 +7%
FPF
250
First Pacific Financial
Washington
$840K -$27.7K -217 -3%