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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Citizens Financial Group
Rhode Island
$935K -$53.2K -416 -5%
Citigroup
227
Citigroup
New York
$914K +$9.46K +74 +1%
AI
228
Atria Investments
North Carolina
$911K -$24.9K -195 -3%
GAM
229
Gould Asset Management
California
$910K +$41.2K +322 +4%
Vontobel Holding
230
Vontobel Holding
Switzerland
$906K
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$898K -$21.1K -165 -2%
HA
232
Harfst & Associates
Wyoming
$896K
ACM
233
Allred Capital Management
Texas
$893K +$943K +7,372 New
FHC
234
First Horizon Corporation
Tennessee
$892K
AWA
235
Acumen Wealth Advisors
Tennessee
$876K
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$864K +$428K +3,346 +88%
AC
237
AlphaCore Capital
California
$857K +$256 +2 +0%
HBT
238
Hills Bank & Trust
Iowa
$841K
QCM
239
QRG Capital Management
Illinois
$838K -$440K -3,438 -33%
PWP
240
Principle Wealth Partners
Connecticut
$835K
OWCM
241
One Wealth Capital Management
Arizona
$825K -$40.8K -319 -5%
BCM
242
Brookstone Capital Management
Illinois
$819K +$35.4K +277 +4%
BHWM
243
Bar Harbor Wealth Management
New Hampshire
$811K +$856K +6,693 New
WA
244
Wealth Alliance
New York
$811K -$86K -673 -9%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$797K +$16K +125 +2%
OSNBOA
246
Old Second National Bank of Aurora
Illinois
$789K
SPC
247
Sigma Planning Corp
Michigan
$786K +$256 +2 +0%
HFF
248
Halter Ferguson Financial
Indiana
$784K
VWA
249
VERITY Wealth Advisors
United States
$770K
Baird Financial Group
250
Baird Financial Group
Wisconsin
$764K -$25.2K -197 -3%