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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$489K
FHA
252
Flagship Harbor Advisors
Massachusetts
$486K +$17.2K +201 +4%
CA
253
Cetera Advisors
Colorado
$484K -$115K -1,345 -19%
Members Trust
254
Members Trust
Florida
$484K
KFSC
255
Keystone Financial Services (Colorado)
Colorado
$471K +$328K +3,820 +159%
CC
256
Callan Capital
California
$467K -$9.78K -114 -2%
OBWG
257
Onyx Bridge Wealth Group
New York
$464K +$140K +1,637 +39%
APW
258
Austin Private Wealth
Texas
$461K +$457K +5,326 New
PA
259
Parkside Advisors
California
$454K -$6.78K -79 -1%
MYIA
260
Mount Yale Investment Advisors
Colorado
$454K +$449K +5,240 New
WWG
261
West Wealth Group
California
$447K -$112K -1,310 -20%
LWA
262
Lowe Wealth Advisors
Maryland
$446K -$17.2K -200 -4%
SFMG
263
Sage Financial Management Group
Virginia
$445K +$84.9K +990 +24%
MC
264
Miramar Capital
Illinois
$444K +$440K +5,125 New
HPC
265
HM Payson & Co
Maine
$440K +$17.2K +200 +4%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$439K
FIA
267
Foundations Investment Advisors
Arizona
$439K -$135K -1,577 -23%
BC
268
Bartlett & Co
Ohio
$439K
TWM
269
Titus Wealth Management
California
$430K +$6.86K +80 +2%
DC
270
DeDora Capital
California
$419K -$298K -3,480 -42%
CAG
271
Crestwood Advisors Group
Massachusetts
$419K -$6.09K -71 -1%
APA
272
American Portfolios Advisors
New York
$418K +$28K +327 +7%
DADC
273
D.A. Davidson & Co
Montana
$418K +$2.57K +30 +0.6%
BA
274
Bridgewater Advisors
New York
$416K +$69.6K +812 +20%
D
275
Dentgroup
Louisiana
$416K +$184K +2,148 +81%