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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
251
One Wealth Capital Management
Arizona
$760K +$771K +6,897 New
EWA
252
EverSource Wealth Advisors
Alabama
$757K -$60.7K -543 -7%
GSWM
253
Golden State Wealth Management
California
$749K +$759K +6,792 New
ZCI
254
Zevenbergen Capital Investments
Washington
$744K – – –
SAI
255
Savvy Advisors Inc
New York
$744K +$372K +3,334 +98%
RW
256
Rede Wealth
Virginia
$742K -$34.7K -311 -4%
AI
257
Atria Investments
North Carolina
$695K -$214K -1,913 -23%
WP
258
WealthShield Partners
North Carolina
$692K -$14.1K -126 -2%
PFM
259
Peak Financial Management
Massachusetts
$689K -$2.23K -20 -0.3%
Citigroup
260
Citigroup
New York
$687K -$335 -3 -0%
KPWS
261
Kestra Private Wealth Services
Texas
$684K +$156K +1,395 +29%
BF
262
Brooklyn FI
New York
$680K – – –
PA
263
Prism Advisors
California
$673K -$43.5K -389 -6%
KNW
264
Kesler Norman & Wride
Utah
$672K +$335 +3 +0%
CWP
265
Concord Wealth Partners
Virginia
$668K -$137K -1,228 -17%
RFA
266
Rollins Financial Advisors
New York
$665K – – –
FCM
267
Fortis Capital Management
Washington
$657K +$2.01K +18 +0.3%
CC
268
Copperleaf Capital
North Carolina
$657K -$17.8K -159 -3%
MWM
269
Meridian Wealth Management
Kentucky
$649K -$65.4K -585 -9%
FFG
270
Frisch Financial Group
New York
$643K +$1.9K +17 +0.3%
BCM
271
Brookstone Capital Management
Illinois
$638K -$42.3K -379 -6%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$635K -$19.9K -178 -3%
RIS
273
Retirement Income Solutions
Michigan
$635K – – –
APW
274
Aurora Private Wealth
New Jersey
$631K +$1.9K +17 +0.3%
MCCP
275
Mission Creek Capital Partners
California
$621K -$35.5K -318 -5%