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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kathmere Capital Management
Pennsylvania
$733K -$298K -2,801 -31%
LIA
252
LifePlan Investment Advisors
North Carolina
$727K -$16.9K -159 -2%
KPWS
253
Kestra Private Wealth Services
Texas
$723K +$1.06K +10 +0.2%
BIA
254
Bigelow Investment Advisors
Maine
$717K -$20.7K -194 -3%
BF
255
Brooklyn FI
New York
$716K – – –
PFM
256
Peak Financial Management
Massachusetts
$712K -$3.19K -30 -0.5%
TF
257
Theory Financial
Colorado
$708K +$27.6K +259 +5%
KNW
258
Kesler Norman & Wride
Utah
$708K – – –
ZCI
259
Zevenbergen Capital Investments
Washington
$706K -$71.9K -675 -10%
RW
260
Rede Wealth
Virginia
$706K – – –
BCM
261
Brookstone Capital Management
Illinois
$705K +$59.3K +557 +10%
MWM
262
Meridian Wealth Management
Kentucky
$701K +$213 +2 +0%
RFA
263
Rollins Financial Advisors
New York
$701K – – –
GSWM
264
Golden State Wealth Management
California
$699K -$7.88K -74 -1%
UIA
265
Ulland Investment Advisors
Minnesota
$698K -$26.6K -250 -4%
FCM
266
Fortis Capital Management
Washington
$696K +$1.49K +14 +0.2%
EWA
267
EverSource Wealth Advisors
Alabama
$695K -$25.6K -240 -4%
HAP
268
Harbor Asset Planning
Massachusetts
$694K +$637K +5,979 New
Jane Street
269
Jane Street
New York
$686K +$629K +5,904 New
FFG
270
Frisch Financial Group
New York
$681K +$1.38K +13 +0.2%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$669K – – –
OPWM
272
Oregon Pacific Wealth Management
Oregon
$664K -$3.41K -32 -0.6%
BlackRock
273
BlackRock
New York
$657K -$75.3K -707 -11%
CAM
274
Carret Asset Management
New York
$650K – – –
DAS
275
Diversify Advisory Services
Utah
$643K -$382K -3,589 -40%