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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$525K +$13.2K +146 +3%
LC
252
Lindbrook Capital
California
$525K +$506K +5,609 +14,023%
FFG
253
Frisch Financial Group
New York
$524K +$1.53K +17 +0.3%
Members Trust
254
Members Trust
Florida
$519K
CC
255
Callan Capital
California
$512K
Citigroup
256
Citigroup
New York
$510K -$144K -1,595 -23%
WP
257
WealthSource Partners
California
$509K -$80.1K -888 -14%
FHA
258
Flagship Harbor Advisors
Massachusetts
$503K +$488K +5,412 New
RIS
259
Retirement Income Solutions
Michigan
$500K +$262K +2,905 +117%
LWA
260
Lowe Wealth Advisors
Maryland
$497K
PA
261
Parkside Advisors
California
$495K +$180 +2 +0%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$486K -$70.8K -785 -13%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$471K
BC
264
Bartlett & Co
Ohio
$471K
WDL
265
Well Done LLC
Michigan
$469K
TNBTD
266
Trustmark National Bank Trust Department
Mississippi
$460K
CAG
267
Crestwood Advisors Group
Massachusetts
$456K +$1.35K +15 +0.3%
TWM
268
Titus Wealth Management
California
$454K +$631 +7 +0.1%
HPC
269
HM Payson & Co
Maine
$453K -$9.02K -100 -2%
DADC
270
D.A. Davidson & Co
Montana
$446K -$3.61K -40 -0.8%
WF
271
WoodTrust Financial
Wisconsin
$445K +$91.1K +1,011 +27%
PCM
272
Parsons Capital Management
Rhode Island
$436K
EWA
273
EP Wealth Advisors
California
$435K +$90 +1 +0%
WB
274
WesBanco Bank
West Virginia
$434K -$25.9K -287 -6%
RWA
275
Redhawk Wealth Advisors
Minnesota
$434K +$47.4K +526 +13%