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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
276
Callan Capital
California
$345K -$46.6K -598 -11%
PCM
277
Parsons Capital Management
Rhode Island
$343K +$8.26K +106 +2%
WDL
278
Well Done LLC
Michigan
$338K – – –
WB
279
WesBanco Bank
West Virginia
$338K +$3.43K +44 +0.9%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$338K +$3.66K +47 +1%
WIA
281
World Investment Advisors
California
$337K +$333K +4,276 New
TA
282
Tiedemann Advisors
New York
$324K – – –
BCM
283
Blume Capital Management
California
$321K – – –
JIC
284
Joel Isaacson & Co
New York
$321K – – –
SB
285
Strategic Blueprint
Georgia
$318K +$49.2K +632 +17%
MFG
286
Magnus Financial Group
New York
$317K +$24.7K +317 +8%
EWA
287
EverSource Wealth Advisors
Alabama
$315K +$67.9K +872 +25%
AWP
288
Abacus Wealth Partners
California
$313K – – –
EWA
289
EP Wealth Advisors
California
$312K – – –
TF
290
TIAA FSB
Florida
$310K +$336K +4,308 New
WF
291
WoodTrust Financial
Wisconsin
$305K +$6.93K +89 +2%
Comerica Bank
292
Comerica Bank
Texas
$298K +$124K +1,594 +66%
CAM
293
Close Asset Management
United Kingdom
$295K -$20.3K -260 -6%
FA
294
Flagstar Advisors
New York
$290K -$389 -5 -0.1%
HCM
295
Hengehold Capital Management
Ohio
$289K – – –
BS
296
Banco Santander
Spain
$288K – – –
HBT
297
Hills Bank & Trust
Iowa
$287K – – –
LRIA
298
Leonard Rickey Investment Advisors
Washington
$285K – – –
MYIA
299
Mount Yale Investment Advisors
Colorado
$281K -$104K -1,333 -25%
B
300
Bensler
Washington
$276K – – –