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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthShield Partners
North Carolina
$675K -$41.7K -417 -6%
BCM
252
Brookstone Capital Management
Illinois
$674K -$166K -1,661 -21%
WF
253
WoodTrust Financial
Wisconsin
$666K +$641K +6,410 New
WAM
254
WNY Asset Management
New York
$666K -$59.9K -599 -9%
AF
255
Advisornet Financial
Minnesota
$655K +$5.7K +57 +0.9%
PFM
256
Peak Financial Management
Massachusetts
$653K
CC
257
Copperleaf Capital
North Carolina
$641K +$49K +490 +9%
BF
258
Brooklyn FI
New York
$641K -$4.6K -46 -0.7%
KNW
259
Kesler Norman & Wride
Utah
$635K +$4.7K +47 +0.8%
WA
260
Wealth Architects
California
$628K +$286K +2,860 +90%
RFA
261
Rollins Financial Advisors
New York
$627K
KPWS
262
Kestra Private Wealth Services
Texas
$627K -$92.8K -927 -13%
MCCP
263
Mission Creek Capital Partners
California
$619K -$239K -2,386 -29%
FCM
264
Fortis Capital Management
Washington
$615K +$593K +5,922 New
MFIM
265
Mesirow Financial Investment Management
Illinois
$604K +$500 +5 +0.1%
FFG
266
Frisch Financial Group
New York
$602K +$1.3K +13 +0.2%
RIS
267
Retirement Income Solutions
Michigan
$598K -$762K -7,612 -57%
APW
268
Aurora Private Wealth
New Jersey
$591K +$1.2K +12 +0.2%
TIA
269
Traphagen Investment Advisors
New Jersey
$586K +$300 +3 +0.1%
P
270
&Partners
Tennessee
$578K +$557K +5,567 New
BCWM
271
Bartlett & Co Wealth Management
Ohio
$567K
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$566K +$545K +5,450 New
MBT
273
Montecito Bank & Trust
California
$565K
KBC Group
274
KBC Group
Belgium
$564K +$543K +5,429 New
FLPIM
275
F.L. Putnam Investment Management
Massachusetts
$559K +$70K +700 +15%