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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parkside Advisors
California
$317K -$39K -520 -10%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$317K +$1.5K +20 +0.4%
PFS
278
Prospera Financial Services
Texas
$308K +$345K +4,593 New
CW
279
CreativeOne Wealth
Kansas
$307K -$234K -3,116 -40%
I
280
IMPACTfolio
Colorado
$305K +$342K +4,561 New
TA
281
Tiedemann Advisors
New York
$302K – – –
BCM
282
Blume Capital Management
California
$299K – – –
JIC
283
Joel Isaacson & Co
New York
$299K – – –
MFG
284
Magnus Financial Group
New York
$299K +$4.73K +63 +1%
AWA
285
Arete Wealth Advisors
Illinois
$297K -$244K -3,247 -42%
CFD
286
Creative Financial Designs
Indiana
$296K +$158K +2,110 +92%
AWP
287
Abacus Wealth Partners
California
$292K – – –
TF
288
TIAA FSB
Florida
$289K – – –
EWA
289
EverSource Wealth Advisors
Alabama
$283K -$11.6K -155 -4%
APA
290
American Portfolios Advisors
New York
$283K -$83.9K -1,118 -21%
MSWMA
291
Market Street Wealth Management Advisors
Indiana
$280K -$2.54M -33,889 -89%
Comerica Bank
292
Comerica Bank
Texas
$280K – – –
BFG
293
Beacon Financial Group
Texas
$279K +$308K +4,101 New
SFMG
294
Sage Financial Management Group
Virginia
$278K -$74.3K -990 -19%
HCM
295
Hengehold Capital Management
Ohio
$276K +$7.51K +100 +2%
CAM
296
Close Asset Management
United Kingdom
$275K – – –
LWA
297
Lowe Wealth Advisors
Maryland
$272K -$60K -800 -16%
FA
298
Flagstar Advisors
New York
$271K +$225 +3 +0.1%
RA
299
RFG Advisory
Alabama
$271K +$90.1K +1,200 +46%
TCA
300
Transcend Capital Advisors
New Jersey
$270K +$37.8K +504 +14%