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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
251
LifePlan Investment Advisors
North Carolina
$657K +$113K +1,037 +19%
AAP
252
Arax Advisory Partners
Colorado
$655K +$349K +3,200 +100%
BIA
253
Bigelow Investment Advisors
Maine
$652K -$68.7K -630 -9%
BlackRock
254
BlackRock
New York
$652K -$2.8M -25,646 -80%
UIA
255
Ulland Investment Advisors
Minnesota
$641K -$873K -8,000 -56%
EWA
256
EverSource Wealth Advisors
Alabama
$638K -$69.6K -638 -9%
KPWS
257
Kestra Private Wealth Services
Texas
$636K +$1.31K +12 +0.2%
BF
258
Brooklyn FI
New York
$632K – – –
PFM
259
Peak Financial Management
Massachusetts
$631K -$9.27K -85 -1%
FCI
260
Financial Counselors Inc
Kansas
$627K -$175K -1,606 -21%
KNW
261
Kesler Norman & Wride
Utah
$624K – – –
GSWM
262
Golden State Wealth Management
California
$624K -$76.8K -704 -10%
RW
263
Rede Wealth
Virginia
$622K -$72K -660 -10%
RFA
264
Rollins Financial Advisors
New York
$618K – – –
MWM
265
Meridian Wealth Management
Kentucky
$618K +$16.5K +151 +3%
FCM
266
Fortis Capital Management
Washington
$612K +$1.64K +15 +0.3%
GSEP
267
Golden State Equity Partners
California
$601K +$123K +1,128 +24%
FFG
268
Frisch Financial Group
New York
$599K +$1.75K +16 +0.3%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$590K – – –
RIS
270
Retirement Income Solutions
Michigan
$590K – – –
OPWM
271
Oregon Pacific Wealth Management
Oregon
$589K +$20.5K +188 +3%
TF
272
Theory Financial
Colorado
$579K +$21.2K +194 +4%
CAM
273
Carret Asset Management
New York
$573K -$196K -1,800 -24%
WP
274
WealthShield Partners
North Carolina
$570K -$77.4K -709 -11%
TRCT
275
Tower Research Capital (TRC)
New York
$570K -$3.77M -34,551 -86%